Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part-time, fully remote role.
Harbourfront Wealth, a leader in financial services, is seeking a dedicated Administrative Assistant to enhance its operations. In this part-time position, you will assist with client onboarding, manage paperwork, and maintain accurate client records. Your detail-oriented approach will be key as you handle multiple priorities independently while providing superb service.
Key Responsibilities:
- Oversee daily administrative tasks and scheduling
- Maintain accurate client documentation and records
- Assist with client onboarding and account administration
- Handle phone calls and emails professionally
- Organize meetings and prepare reports
Requirements:
- Minimum 2 years of relevant experience
- Proficiency in Microsoft Office and CRM systems
- Ability to learn quickly and work independently
- Strong organizational and communication skills
- Attention to detail and customer service orientation
Support Harbourfront Wealth's mission through meticulous administrative assistance and effective multitasking in a remote setting.
Remote Administrative Assistant at Harbourfront Wealth in Edmonton employer: Harbourfront Wealth Management
Teck is an exceptional employer located in the vibrant downtown Vancouver, where employees enjoy a purpose-driven work environment that prioritizes respect and inclusion. With a strong commitment to employee growth and development, Teck offers unique opportunities to engage in meaningful projects that contribute to global sustainability while surrounded by the stunning natural beauty of the Pacific Northwest. Join a team that values your contributions and supports your career advancement in a collaborative and dynamic setting.
Contact Details:
Harbourfront Wealth Management Recruitment Team
