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.

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