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