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