Administrative Assistant in Financial Services

Join Harbourfront Wealth as an Administrative Assistant, an integral role in our Family Planning Office. This position is aimed at someone passionate about client service and adept at multi-tasking in a fast-paced environment.

Our ideal candidate will be organized and client-focused, offering support to our dynamic financial planning practice at Envision Private Wealth. Responsibilities include greeting clients, managing schedules, and preparing essential reports and presentations, while ensuring confidentiality in all tasks. This position involves direct interaction with clients and financial institutions.

Key Responsibilities:

• Welcome clients and create a professional first impression

• Direct inbound calls and manage email correspondence

• Organize client meetings and advisor diaries

• Create meeting packages and assist with client document preparation

• Ensure accurate electronic filing and record maintenance

Requirements:

• Relevant administrative experience in financial services preferred

• Skilled in Microsoft Office applications

• Strong attention to detail and organizational skills

• Excellent interpersonal and communication abilities

• Reliability and a client-service orientation

Contribute your expertise to the family planning team at Harbourfront Wealth and elevate your career in financial services!
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