Overview
Administrative Assistant Jobs in Vancouver, Canada at Harbourfront Wealth Management
Career opportunity:
Administrative Assistant reporting directly to an Investment Advisor in our Vancouver BC office. This role requires a professional, independent, organized, multitasking individual with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks in a fast‑paced environment with an emphasis on attention to detail.
You will be responsible for:
- 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.
- Enhance the advisor’s effectiveness by providing information management support.
- Greet visitors, clients, and prospective clients in a friendly and professional manner.
- Handle incoming and outgoing phone calls with clients and respond to requests for information.
- Maintain our CRM system with accurate information.
- Coordinate the assembly and mailing of client paperwork.
- General clerical and administrative duties: data entry, filing, distribution of mail, and any other assigned administrative duties or projects.
- Order and handle office supplies, coordinate vendors.
- Coordinate and book travel arrangements.
- Set up and coordinate events/meetings when required.
- Manage the advisor’s calendar: schedule meetings, allocate preparation time, recognize and anticipate changes, and resolve schedule conflicts.
- Prepare monthly, quarterly, and annual reports, client correspondence, and take ownership of project work.
- Perform administrative duties as required relating to client accounts.
The ideal candidate for this position has:
- Minimum of 2 years investment industry experience.
- 2 years office administration experience in a professional, client‑facing environment.
- Strong computer skills, highly proficient with the Microsoft Office suite and PDF software.
- Ability to learn new programs such as Docu Sign and proprietary client management systems.
- Proven ability to handle a high volume of work in a fast‑paced environment.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Exceptional interpersonal skills, independent with a strong sense of initiative.
- Strong work ethic with a team‑first mindset.
- Demonstrated ability to learn quickly, results driven, thrives within a fast‑paced environment.
- Experience in the wealth management industry is an asset.
- Experience working with National Bank applications is an asset.
- Experience with financial planning software, ideally Conquest, is an asset.
Salary Range: $55,000 – $75,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).
Diversity and Inclusion
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. 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.
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Title: Administrative Assistant
Company: Harbourfront Wealth Management
Location: Vancouver, Canada
Category: