03 Nov
|
Harbourfront Wealth Management
|
Ottawa
03 Nov
Harbourfront Wealth Management
Ottawa
Harbourfront Wealth Management, part of Blueridge Private Wealth, seeks an Administrative Assistant for a fully remote, part time role supporting the Investment Advisor. You will handle onboarding, client records, scheduling, and correspondence with a focus on accuracy and efficiency.
The ideal candidate has at least 2 years in a similar role, with familiarity in investment environments, CRM tools, NBIN, and strong MS Office skills. Excellent communication and organization are essential.
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📌 Remote Administrative Assistant - Wealth Advisory Part-Time (Ottawa)
🏢 Harbourfront Wealth Management
📍 Ottawa