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 fast-paced setting. Solid 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
Robust 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.

📌 Vancouver Administrative Assistant At Harbourfront Wealth
🏢 Harbourfront Wealth Management
📍 Vancouver