Administrative Assistant - Pukalo Prairie Wealth Group

Winnipeg, MB

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.

The Administrative Assistant plays a crucial role in supporting all activities required by the Investment Advisor. This role requires an individual who is professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance.

This opportunity is a full-time permanent role based out of our Winnipeg, Manitoba office
.

• Overseeing day-to-day administrative duties including paperwork, scheduling, correspondence, and general coordination;
• Scheduling and coordinate social media posts (e.g., Twitter, You Tube, Facebook);
• Basic website updates such as uploading blog posts;
• Working independently with minimal direction, managing multiple priorities effectively;
• Handling incoming and outgoing phone calls with clients and respond to email requests for information ;
• Organizing and coordinating meetings and conference calls;
• Preparing monthly/quarterly/annual reports, client correspondence and taking ownership of project work.

• Minimum 2 year's experience in a similar role;
• Experience in investment or banking environments is an asset but not required;
• Familiarity with Salesforce or similar CRM systems is an advantage;
• Knowledge of the National Bank Independent Network (NBIN) Back-office system also an asset;
• Demonstrated ability to work independently and efficiently;
• Experience in an investment firm an asset;
• Comfortable with scheduling tools and social media management.
  
  - i.e. X, Linked In, You Tube;
• Proficient with Microsoft Office particularly Word, Excel, PowerPoint & Outlook;
• Has knowledge of how to use various AI tools such as Zocks, Microsoft Copilot and Chat GPT.
• Proven verbal and written communication skills;
• Ability to learn quickly and identify opportunities to add value;
• Strong organizational skills;
• Meticulous attention to detail;
• Superior customer service skills.

$58,000 to $68,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.