Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $23 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.Registered Investment Advisor (RIA) and insurance company.

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. Overseeing day-to-day administrative duties including paperwork, scheduling, correspondence, and general coordination

- Assisting with client onboarding, account administration, and follow-up on outstanding requests. Handling incoming and outgoing phone calls with clients and respond to email requests for information
- Preparing monthly/quarterly/annual reports, client correspondence and taking ownership of project work.





Experience in investment or banking environments is an asset but not required

- Familiarity with Salesforce or similar CRM systems is an advantage
- Knowledge of the National Bank Independent Network (NBIN) Back-office system also an asset;

Experience in an investment firm an asset

- Proficient with Microsoft Office particularly Word, Excel, PowerPoint & Outlook
- Has knowledge of how to use various AI tools such as Zocks, Microsoft Copilot and Chat GPT. Ability to learn quickly and identify opportunities to add value
- Superior customer service skills. Diversity and Inclusion Diversity is an significant value to us. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief. #

📌 Administrative Assistants-Temp-Legal (Toronto)
🏢 Harbourfront Wealth Management
📍 Toronto