Administrative Assistant Role In Financial Services Courtenay

Administrative Assistant Role In Financial Services Courtenay

26 Aug
|
Harbourfront Wealth Group
|
Courtenay

26 Aug

Harbourfront Wealth Group

Courtenay

Become an Administrative Assistant at Harbourfront Wealth, a recognized leader in wealth management. This role focuses on client interaction, account administration, and ensuring smooth office operations. In this dynamic position, you will play a key role in supporting clients and maintaining the firm's skilled atmosphere.

Your responsibilities include responding to client inquiries, processing requests, and serving as the first point of contact. Strong communication and attention to detail are essential to thrive in this quick-paced role. Key Responsibilities:
Liaise with clients to strengthen relationships
Process and manage account requests effectively
Handle incoming client calls and information requests
Welcome and assist visitors at the front desk
Ensure the office meets operational standards Requirements:
Qualified service industry experience is a plus
Microsoft Office proficiency is essential
Excellent organization and multitasking skills
High attention to detail required
Strong customer service skills vital Support client needs and enhance office efficiency at Harbourfront Wealth.

📌 Administrative Assistant Role In Financial Services Courtenay
🏢 Harbourfront Wealth Group
📍 Courtenay

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