Harbourfront Wealth Management, part of Blueridge Private Wealth, seeks an Administrative Assistant for a fully remote, part-time role supporting the Investment Advisor. You will handle onboarding, client records, scheduling, and correspondence with a focus on accuracy and efficiency.
The ideal candidate has at least 2 years in a similar role, with familiarity in investment environments, CRM tools, NBIN, and strong MS Office skills. Excellent communication and organization are essential.
Remote Administrative Assistant - Wealth Advisory Part-Time in Toronto 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