Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part time, fully remote role.
Harbourfront Wealth, a leader in financial services, is seeking a dedicated Administrative Assistant to enhance its operations. In this part-time position, you will assist with client onboarding, manage paperwork, and maintain accurate client records. Your detail-oriented approach will be key as you handle multiple priorities independently while providing superb service.
Key Responsibilities:
• Oversee daily administrative tasks and scheduling
• Maintain accurate client documentation and records
• Assist with client onboarding and account administration
• Handle phone calls and emails professionally
• Organize meetings and prepare reports
Requirements:
• Minimum 2 years of relevant experience
• Proficiency in Microsoft Office and CRM systems
• Ability to learn quickly and work independently
• Strong organizational and communication skills
• Attention to detail and customer service orientation
Support Harbourfront Wealth’s mission through meticulous administrative assistance and effective multitasking in a remote setting.
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