Whoweare: Harbourfront

Wealthisadynamicindustryleaderspecializinginfinancialservicesandwealthmanagement.

Weareafastgrowingwealthmanagementfirmwithover$22billioninassetsunderadministration,comprisedoffiveintegratedentities: CIROdealer,investmentcounsel,assetmanager,U.S.

Registered

Investment

Advisor(RIA)andinsurancecompany.

AtHarbourfront

Wealth,ourcorevaluesstartwiththebeliefthatgreatpeoplemakegreatcompanies.

Careeropportunity: Wehaveapermanentfulltimeopportunitybased 100%onsite atour

Courtenay,BCoffice.

The

Administrative

Assistantplaysacrucialroleinsupportingallactivitiesrequiredbythe

Senior

Investment

Advisor.

Thisrolerequiresanindividualwhoisprofessional,detail-oriented,independent,organized,andeffectiveatmulti-tasking,withstrongcommunicationandpeopleskills.

Candidatesmustbeversatileandcapableofperformingavarietyoftaskstogetthejobdoneinafast-pacedenvironmentwhereattentiontodetailisoftheupmostimportance.

Youwillberesponsiblefor: Enhancingadvisorseffectivenessbyprovidinginformationmanagementsupport; Fosterandsupportclientrelationshipsbyliaisingwithclients,respondingtorequestsandproactiveproblemsolving; Openaccountsandmanagedocumentationrequirements; Processandfollowuponaccountopening,transferandothertypeofrequests; Handleincomingandoutgoingphonecallswithclientsandrespondtorequestsforinformation; Organizingandcoordinatingmeetingsandconferencecalls; Preparemonthly/quarterly/annualreports,clientcorrespondenceandtakingownershipofprojectwork; Actastheprofessionalfirstpointofcontactforthecompanythatgreetsandwelcomesvisitors; Answerphonecallspromptly,screencallsandredirectappropriately; Serveasofficepointofcontactforbuildingdirectedmaintenanceandworkplacerelatedrequests; Maintainofficepremisesstandardsforappearance,clientrequirementsanddaytodayoperations; Otherdutiesasassigned.

Theidealcandidateforthispositionhas: Minimumof2-yearsinvestmentindustryexperienceanasset; Experienceworkingwithinaprofessionalserviceindustrysuchas

Law,Accounting,Retail

Banking,General

Businesswouldbeanasset Proficientwith

Microsoft

Officeparticularly

Word,Excel,Publisher,Power

Point&Outlook; Provenverbalandwrittencommunicationskills; Abilitytolearnquicklyandidentifyopportunitiestoaddvalue; Strongorganizationalskills; Meticulousattentiontodetail; Superiorcustomerserviceskills; Abilitytoprioritize,multitask,workwithintimeconstraintsandfollow-up; Abilitytoworkinateamenvironmentanddemonstrateaprofessionalandfriendlymanner; Salary

Range: $24perhour(actualcompensationofferedwillbecommensuratewitheducation,experience,designations,andinternalparity).

Diversityand

Inclusion Diversityisanimportantvaluetous.

Wearecommittedtoprovidingequalopportunitiesinemploymentandtoprovidingaworkplacewhichisfreefromdiscriminationandharassment.

Thismeansthatalljobapplicantsandemployeeswillreceiveequaltreatmentregardlessofrace,colour,ethnicornationalorigins,sex,maritalstatus,disability,age,sexualorientation,religion,orbelief.

📌 Administrative Assistant - Gilman Deters Private Wealth (Courtenay)
🏢 Harbourfront Wealth Management
📍 Courtenay