Join Harbourfront Wealth in Vancouver, BC as an Administrative Assistant to support an Investment Advisor. Your multitasking ability and professionalism will shine as you enhance our client services.

This role is ideal for someone with at least two years of administrative experience in a client-facing position. You will play a key role in supporting client onboarding, managing schedules, and maintaining records. Strong communication skills and attention to detail are crucial for this fast-paced setting.

Key Responsibilities:
• Provide comprehensive administrative support to the advisor
• Assist in client onboarding and financial plan preparations
• Manage scheduling and resolve calendar conflicts
• Coordinate communications with clients
• Maintain and update client records in the CRM

Requirements:
• 2 years of office administration experience required
• Relevant experience in wealth management preferred
• Proficiency in Microsoft Office and Salesforce
• Strong organizational skills with a detail-oriented approach
• Excellent written and verbal communication skills

Contribute to team success and client satisfaction at Harbourfront Wealth in Vancouver.
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📌 Investment Advisor Support at Harbourfront Wealth (British Columbia)
🏢 Harbourfront Wealth Group
📍 British Columbia