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 reportsRequirements:- 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 orientationSupport Harbourfront Wealth's mission through meticulous administrative assistance and effective multitasking in a remote setting.
