19 Oct
|
Harbourfront Wealth Management
|
Ottawa
19 Oct
Harbourfront Wealth Management
Ottawa
Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a rapid-growing wealth management firm with over $23 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Career opportunity: The Administrative Assistant plays a crucial role in supporting all activities required by the Investment Advisor. This is a part-time position based on a fully remote schedule. This role requires an individual who is professional, detail-oriented, independent, organized,
and effective at multi-tasking, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance. You will be responsible for: Overseeing day-to-day administrative duties including paperwork, scheduling, correspondence, and general coordination; Maintaining accurate client records and ensuring documentation is complete, current, and filed appropriately; Assistingwith client onboarding,
📌 Administrative Assistant (Ottawa)
🏢 Harbourfront Wealth Management
📍 Ottawa