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 energetic position, you will play a key role in supporting clients and maintaining the firm's professional 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 fast-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
• Solid customer service skills vital
Support client needs and enhance office efficiency at Harbourfront Wealth.
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📌 Administrative Assistant Role In Financial Services Courtenay (Canada)
🏢 Harbourfront Wealth Group
📍 Canada