At a Glance
- Tasks: Provide administrative support and manage day-to-day operations for an investment advisory team.
- Company: Join Harbourfront Wealth, a dynamic leader in financial services and wealth management.
- Benefits: Competitive salary, inclusive workplace, and opportunities for professional growth.
- Other info: Diversity and inclusion are core values; we welcome applicants from all backgrounds.
- Why this job: Be part of a fast-growing firm where your contributions truly matter.
- Qualifications: 2 years of office administration experience and strong communication skills required.
The predicted salary is between 70000 - 70000 $ per year.
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 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.
The ideal candidate for this position has:
- 2 years of office administration experience in a professional, client facing environment, ideally banking 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.
Salary Range: $50-70,000 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. 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.
Administrative Assistant in Vancouver 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
