Administrative Assistant; Peter Szeto Investment Group

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.

Career opportunity:
We currently have a career opportunity for an Administrative Assistant reporting directly to an Investment Advisory Team in our Vancouver BC office. This is a hybrid
position, requiring four days per week in the office and the flexibility to work remotely on Fridays. This role requires an individual who is professional, independent, organized, effective at multi-tasking and detail oriented, with strong communication and people skills.

You will be responsible for:

• Provide administrative support including preparing documentation and managing day‑to‑day operational tasks;
• Support client onboarding and ongoing service by completing KYC updates, maintaining client records, and assisting with financial plan preparation using a licensed, planning‑focused skillset;
• Manage the Advisors’ calendars
• Prepare monthly/quarterly/annual reports, client correspondence and take ownership of project work;

• 2 years of office administration experience in a professional, client facing environment, ideally banking
• At least 1 year experience within the financial services industry is required.
• IR licensing is considered an asset; candidates who are not IR licensed should have experience as an Administrative Assistant supporting an Investment Advisor.
• Strong computer skills, highly proficient with Microsoft Office suite of applications and PDF software;
• Proven ability to handle a high volume of work in a fast-paced environment is required;
• Strong organizational skills and attention to detail;
• Excellent verbal and written communication skills;
• High attention to detail and accuracy;
• Proficiency in Mandarin would be considered an asset