Support the dynamic team at Harbourfront Wealth as a part-time Administrative Assistant working fully remotely. This role focuses on effective multi-tasking and detail-oriented communication.
In this crucial position, you will provide comprehensive administrative support to the Investment Advisor. Candidates should have strong organizational skills and be adept at managing various priorities independently. Experience in investment or banking environments, and familiarity with CRM systems like Salesforce, is beneficial for this chance.
Key Responsibilities:
- Oversee day-to-day administrative duties and scheduling
- Maintain accurate client records and documentation
- Assist with client onboarding and account administration
- Handle incoming/outgoing calls and respond to emails
- Organize meetings and prepare essential reports
Requirements:
- Minimum of 2 years in a similar administrative role
- Proficiency in Microsoft Office programs
- Knowledge of AI tools like Chat GPT and Microsoft Copilot
- Strong verbal and written communication skills
- Attention to detail and superior customer service abilities
Elevate your career in financial services with sharp organizational and communication skills at Harbourfront Wealth.