Client-Focused Administrative Assistant Role

Become a vital part of the Envision Private Wealth team as a Client-Focused Administrative Assistant. This role is perfect for someone who excels in client service and thrives in a dynamic financial planning environment.

At Harbourfront Wealth, we seek an organized professional to support our financial planning practice. You will manage multiple priorities, greet clients warmly, and ensure smooth operations within our office. This position requires strong attention to detail and an ability to maintain confidentiality while handling sensitive information.

Key Responsibilities:

• Greet clients with a warm and professional demeanor

• Answer phones and manage all correspondence efficiently

• Schedule meetings and maintain advisors' calendars

• Prepare meeting packages and essential client documents

• Maintain accurate filing and client records

Requirements:

• Previous administrative experience in financial services

• Proficiency in Microsoft Office Suite

• Strong organizational skills and detail-oriented mindset

• Excellent communication and interpersonal skills

• Ability to prioritize and work independently

Bring your client service excellence and organizational skills to the Harbourfront Wealth team today!
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