02 Nov
|
Harbourfront Wealth Management
|
Moncton
02 Nov
Harbourfront Wealth Management
Moncton
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 schedulingMaintain accurate client documentation and recordsAssist with client onboarding and account administrationHandle phone calls and emails professionallyOrganize meetings and prepare reportsRequirements:Minimum 2 years of relevant experienceProficiency in Microsoft Office and CRM systemsAbility to learn quickly and work independentlyStrong organizational and communication skillsAttention to detail and customer service orientationSupport Harbourfront Wealth's mission through meticulous administrative assistance and effective multitasking in a remote setting.
📌 Remote Administrative Assistant At Harbourfront Wealth (Moncton)
🏢 Harbourfront Wealth Management
📍 Moncton