Join Harbourfront Wealth as an Administrative Assistant in Vancouver, BC, supporting an Investment Advisor with exceptional organization and communication skills. Your role will enhance client experience and team efficiency.
In this position, you will report directly to an Investment Advisor while managing a variety of administrative tasks and client onboarding services. The ideal candidate is professional, detail-oriented, and can thrive in a rapid-paced environment. Strong communication and multitasking abilities are essential for your success.
Key Responsibilities:
• Provide administrative support and prepare documentation
• Manage client onboarding and maintain records
• Enhance advisor’s effectiveness with information management




• Coordinate and manage the advisor’s calendar
• Handle communication with clients effectively
Requirements:
• 2 years in office administration in a client-facing role
• Proficiency with Microsoft Office and PDF software
• Wealth management experience preferred
• Strong organizational skills with high attention to detail
• Excellent verbal and written communication skills
Support a dynamic team and enhance client relationships at Harbourfront Wealth in Vancouver.
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📌 Vancouver Administrative Assistant at Harbourfront Wealth
🏢 Harbourfront Wealth Management
📍 Vancouver