Remote Administrative Assistant at Harbourfront Wealth

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 scheduling

• Maintain accurate client documentation and records

• Assist with client onboarding and account administration

• Handle phone calls and emails professionally

• Organize meetings and prepare reports

Requirements:

• Minimum 2 years of relevant experience

• Proficiency in Microsoft Office and CRM systems

• Ability to learn quickly and work independently

• Strong organizational and communication skills

• Attention to detail and customer service orientation

Support Harbourfront Wealth’s mission through meticulous administrative assistance and effective multitasking in a remote setting.