Investment Advisor Administrative Support

Position: Investment Advisor Administrative Support Role
Support high-net-worth clientele as an Investment Advisor Assistant at Harbourfront Wealth in Vancouver, BC. This rewarding role emphasizes strong multitasking and precise communication.
We are looking for an organized and detail-oriented individual to assist our advisors in providing personalized wealth management solutions. Your responsibilities will include processing trades and documentation, managing client interactions, and ensuring operational efficiency. Experience in a professional, client-facing environment is crucial for success in this role.

Key Responsibilities:

• Provide administrative support for trading and operations

• Complete client onboarding, including KYC updates

• Assist in financial planning and record maintenance

• Manage incoming and outgoing communications

• Coordinate meetings and client events
Requirements:

• Must be registered as an Investment Representative with CIRO

• Minimum of 2 years in the investment industry

• At least 2 years in a professional administrative role

• Proficient in Microsoft Office and related software

• Spotless attention to detail and communication skills
Utilize your commitment to client service and operational expertise to contribute to our team's success.
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