Be an integral part of Harbourfront Wealth in Vancouver, BC as an Administrative Assistant, directly reporting to an Investment Advisor. Your organizational skills and attention to detail will drive client satisfaction.

We are seeking a versatile candidate with a client-facing background to manage a range of administrative tasks, including client onboarding and documentation. This role requires a self-motivated individual with robust communication skills who can operate effectively in a energetic setting. Your attention to detail will ensure operational excellence.

Key Responsibilities:
• Prepare documentation and manage daily operations
• Support client onboarding and KYC updates
• Manage advisor’s calendar and schedule meetings




• Handle incoming client phone calls and requests
• Maintain accurate CRM information

Requirements:
• 2 years of relevant office administration experience
• Proficiency in Microsoft Office and PDF applications
• Experience in wealth management is an asset
• Robust multitasking abilities in a fast-paced environment
• Excellent interpersonal and communication skills

Enhance your career with Harbourfront Wealth through client support and administrative excellence in Vancouver.
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📌 Administrative Support Role At Harbourfront Wealth British Columbia (Canada)
🏢 Harbourfront Wealth Management
📍 Canada