Organized Administrative Assistant Needed

Elevate your career with Harbourfront Wealth as an Organized Administrative Assistant in our Family Planning Office. This role calls for a professional who thrives in a customer-oriented financial planning setting and is skilled in administration.

We are looking for a detail-oriented administrative professional to join our supportive team at Envision Private Wealth. In this position, you will be responsible for greeting clients, managing appointments, and ensuring documentation is precise and well-organized. This dynamic role requires discretion in handling sensitive financial information, showcasing your ability to prioritize effectively.

Key Responsibilities:

• Greet clients and provide exceptional service

• Manage phone calls and email communications

• Coordinate advisor schedules and client meetings

• Prepare essential documents including meeting materials

• Maintain confidential client records efficiently

Requirements:

• Administrative experience in financial services is advantageous

• Proficiency in Microsoft Office Suite

• Exceptional communication and organizational skills

• Ability to work independently in a busy environment

• Client-focused and dependable

Make a significant impact on our clients’ experiences as an Administrative Assistant within the Harbourfront Wealth team.
#J-18808-Ljbffr