Whoweare:

HarbourfrontWealthisadynamicindustryleaderspecializinginfinancialservicesandwealthmanagement.Weareafastgrowingwealthmanagementfirmwithover$22billioninassetsunderadministration,comprisedoffiveintegratedentities:CIROdealer,investmentcounsel,assetmanager,U.S.RegisteredInvestmentAdvisor(RIA)andinsurancecompany.AtHarbourfrontWealth,ourcorevaluesstartwiththebeliefthatgreatpeoplemakegreatcompanies.

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

- Fosterandsupportclientrelationshipsbyliaisingwithclients,respondingtorequestsandproactiveproblemsolving;
- Processandfollowuponaccountopening,transferandothertypeofrequests;
- Handleincomingandoutgoingphonecallswithclientsandrespondtorequestsforinformation;
- Actastheprofessionalfirstpointofcontactforthecompanythatgreetsandwelcomesvisitors;
- Serveasofficepointofcontactforbuildingdirectedmaintenanceandworkplacerelatedrequests;




- Maintainofficepremisesstandardsforappearance,clientrequirementsanddaytodayoperations;
- Otherdutiesasassigned.

Theidealcandidateforthispositionhas:

- ExperienceworkingwithinaprofessionalserviceindustrysuchasLaw,Accounting,RetailBanking,GeneralBusinesswouldbeanasset
- ProficientwithMicrosoftOfficeparticularlyWord,Excel,Publisher,PowerPoint&Outlook;
- Strongorganizationalskills;
- Meticulousattentiontodetail;
- Superiorcustomerserviceskills;
- Abilitytoprioritize,multitask,workwithintimeconstraintsandfollow-up;

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

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

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