Join Harbourfront Wealth as a qualified Administrative Assistant, focused on client service and supporting financial planning needs. This role suits organized individuals who excel at managing priorities.
Envision Private Wealth, a practice within Harbourfront Wealth, is expanding its team with an Administrative Assistant. This position is vital for providing exceptional client interactions while assisting with scheduling, documentation, and coordination. Ideal candidates will thrive in a rapid-paced environment and possess strong communication and organizational skills.
Key Responsibilities:
• Greet clients warmly and make professional introductions
• Direct phone calls and manage email correspondence
• Schedule client meetings and manage advisor calendars
• Prepare meeting packages and client documentation
• Maintain accurate electronic filing and client records
Requirements:
• Previous experience in administration, ideally in financial services
• Proficiency in Microsoft Office suite
• Excellent communication and interpersonal skills
• Solid organizational skills and attention to detail
• Ability to prioritize and work independently.
Advance your career in financial services and contribute to a dedicated team at Harbourfront Wealth.
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