Administrative Assistant (Peter Szeto Investment Group) Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.
Registered Investment Advisor (RIA) and insurance company. We currently have a career opportunity for an Administrative Assistant reporting directly to an Investment Advisory Team in our Vancouver BC office. This is a hybrid position, requiring four days per week in the office and the flexibility to work remotely on Fridays. Provide administrative support including preparing documentation and managing day‑to‑day operational tasks; Support client onboarding and ongoing service by completing KYC updates, maintaining client records, and assisting with financial plan preparation using a licensed,



planning‑focused skillset; Prepare monthly/quarterly/annual reports, client correspondence and take ownership of project work; 2 years of office administration experience in a professional, client facing environment, ideally banking ~ IR licensing is considered an asset; candidates who are not IR licensed should have experience as an Administrative Assistant supporting an Investment Advisor. ~ Strong computer skills, highly proficient with Microsoft Office suite of applications and PDF software; ~ Proficiency in Mandarin would be considered an asset 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. tr th, tr td {border: 1px solid #e6e6e6;}

📌 Administrative Assistant (Canada)
🏢 Harbourfront Wealth Management
📍 Canada