Job description - Administrative Assistant at Harbourfront Wealth Management. Abbotsford, BC.
Who we are:
Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing employee-owned firm and CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over twenty-eight branches across Canada.
The Opportunity:
We have a permanent full-time opportunity based 100% onsite at our Courtenay, BC office. The Administrative Assistant plays a crucial role in supporting all activities required by the Investment Advisor. This role requires an individual who is professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance. Depending on experience and knowledge, the core responsibilities of the role will be, but not limited to:

You will be responsible for:

• Enhancing advisor’s effectiveness by providing information management support
• Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
• Open accounts and manage documentation requirements;
• Process and follow up on account opening, transfer and other type of requests;
• Prepare monthly/quarterly/annual reports, client correspondence and taking ownership of project work.

The ideal candidate for this position has:

• Proficient with Microsoft Office particularly Word, Excel, Publisher, PowerPoint & Outlook;
• Proven verbal and written communication skills;
• Ability to learn quickly and identify opportunities to add value;
• Strong organizational skills;
• Meticulous attention to detail;
• Superior customer service skills;
• Ability to prioritize, multitask, work within time constraints and follow-up;
• Ability to work in a team environment and demonstrate a professional and friendly manner;
• Minimum of 2-years investment industry experience an asset;
• Experience working within a professional service industry such as Law, Accounting, Retail Banking, General Business would be an asset.

Compensation Range: $23 to $25 per hour (actual compensation offered will be commensurate with education, experience, designations, and internal parity).
Job Type: Full-time
Pay: From $50,000.00 per year

Benefits:

• Dental care
• Extended health care
• On-site parking
• Paid time off
• Vision care

Language:

• English (required)

Work Location: In perso

• Enhancing advisor’s effectiveness by providing information management support
• Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
• Open accounts and manage documentation requirements;
• Process and follow up on account opening, transfer and other type of requests;
• Prepare monthly/quarterly/annual reports, client correspondence and taking ownership of project work