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.

📌 Remote Administrative Assistant At Harbourfront Wealth Montreal (Canada)
🏢 Harbourfront Wealth Management
📍 Canada