Office Administrator / Receptionist

Harbourfront Wealth Management

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Harbourfront Wealth Management, a growing wealth management firm, is seeking a Office Administrator/Receptionist to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at Harbourfront is to bring integrity into the financial planning process and build strong relationships.  If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you! 

Description – The Office Administrator/Receptionist plays an important role in setting the tone for the organization.  As the first and last person clients see when they are in the office, this position is instrumental in making sure clients have a positive experience and is the face of the company.

Major Areas of Responsibility

First Impressions

  • Greets clients and makes them feel comfortable when they visit the office
  • Handles and coordinates incoming phone calls
  • Handles and coordinates all other visitors, suppliers, and vendors

Responsibilities and Activities

  • Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
  • Handles incoming telephone calls.
  • Sorts and distributes the mail.
  • Process manager – reassign tasks to appropriate person.
  • Sends periodic client correspondence.
  • Coordinates the assembly and mailing of client paperwork.
  • Handles calendars for the Wealth Advisors and others in the office.
  • Orders and handles office supplies.
  • Coordinates outside vendors.
  • Review partner files to ensure readiness prior to A2 client meetings.
  • Booking A2 clients with appropriate advisor/partner.
  • Data entry and filing/file organization.
  • Review all Partner files to ensure readiness prior to A2 client meetings.
  • Scans and uploads trade tickets on monthly basis.
  • MBOS expert – support team with MBOS solutions and updates.
  • Develops and maintains written documentation (systems) of all activities.
  • Writes down 6 Most Important and prioritizes them each day before leaving office.
  • Performs other duties as assigned.

Knowledge, Skills & Abilities

  • Excellent communication and interpersonal skills.
  • Excellent attitude and an extraordinary client service orientation.
  • Superior phone skills – friendly and helpful in all interactions on the phone.
  • A genuine interest in serving and caring for other people.
  • Excellent organizational and time management skills.
  • Professional presentation.
  • Able to handle multiple tasks and operate within deadlines.

Qualification

  • Post-secondary education in Administrative Assistant certificate or diploma program.
  • 2 – 3 years experience in a reception or office administration capacity.
  • Excellent computer skills in Microsoft Office.
  • Ability to type 50 wpm.
  • Proven interpersonal, communication, and customer service.

Salary is commensurate with experience.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.

For more information about our company, please visit our website http://hemmettanseeuw.com

If you’re interested in this opportunity, please send your resume and cover letter to Barbara Tyrchniewicz by email: [email protected]. Given the high demand for this position, we’re only able to contact the most qualified candidates.

To apply for this job email your details to btyrchniewicz@harbourfrontwealth.com

Harbourfront Wealth Management