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
- Solid 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.