Join Harbourfront Wealth as a professional 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 quick-paced workplace and possess robust 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 • Strong 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.

📌 Client Focused Administrative Assistant Role Winnipeg
🏢 Harbourfront Wealth Management
📍 Winnipeg