Administrative Assistant - Gilman Deters Private Wealth

Harbourfront Wealth Group; Courtenay; On-site; CAD 33,000 - 44,000; Full time

Job summary

Harbourfront Wealth Group in Canada is seeking a professional to support client relationships, handle account requests, and manage daily office operations in a fast-paced wealth management environment.

The ideal candidate is detail-oriented, organized, and capable of multitasking, with strong communication skills and a customer-service mindset. This role involves front-desk duties, file processing, and coordinating building maintenance.

Qualifications

• Experience in a professional services industry is preferred.
• Proficient with Microsoft Office applications (Word, Excel, Publisher, PowerPoint, Outlook).
• Strong organizational skills and attention to detail.
• Superior customer service skills.
• Ability to prioritize, multitask and meet deadlines.
• Professional and courteous communication with clients.

Responsibilities

• Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving.
• Process and follow upon account opening, transfer and other type of requests.
• Handle incoming and outgoing phone calls with clients and respond to requests for information.
• Act as the professional first point of contact for the company that greets and welcomes visitors.
• Serve as office point of contact for building directed maintenance and workplace related requests.
• Maintain office premises standards for appearance, client requirements and day-to-day operations.
• Other duties as assigned.

Skills

Communication skills

People skills

Multitasking

Attention to detail

Organizational skills

Tools

Microsoft Word

Microsoft Excel

Microsoft Publisher

PowerPoint

Outlook

Job description

Whoweare:

HarbourfrontWealthisadynamicindustryleaderspecializinginfinancialservicesandwealthmanagement.Weareafastgrowingwealthmanagementfirmwithover$22billioninassetsunderadministration,comprisedoffiveintegratedentities:CIROdealer,investmentcounsel,assetmanager,U.S.RegisteredInvestmentAdvisor(RIA)andinsurancecompany.AtHarbourfrontWealth,ourcorevaluesstartwiththebeliefthatgreatpeoplemakegreatcompanies.

Thisrolerequiresanindividualwhoisprofessional,detail-oriented,independent,organized,andeffectiveatmulti-tasking,withstrongcommunicationandpeopleskills.Candidatesmustbeversatileandcapableofperformingavarietyoftaskstogetthejobdoneinafast-pacedenvironmentwhereattentiontodetailisoftheupmostimportance.

• Fosterandsupportclientrelationshipsbyliaisingwithclients,respondingtorequestsandproactiveproblemsolving;


• Processandfollowuponaccountopening,transferandothertypeofrequests;


• Handleincomingandoutgoingphonecallswithclientsandrespondtorequestsforinformation;


• Actastheprofessionalfirstpointofcontactforthecompanythatgreetsandwelcomesvisitors;


• Serveasofficepointofcontactforbuildingdirectedmaintenanceandworkplacerelatedrequests;


• Maintainofficepremisesstandardsforappearance,clientrequirementsanddaytodayoperations;


• Otherdutiesasassigned.

Theidealcandidateforthispositionhas:

• ExperienceworkingwithinaprofessionalserviceindustrysuchasLaw,Accounting,RetailBanking,GeneralBusinesswouldbeanasset


• ProficientwithMicrosoftOfficeparticularlyWord,Excel,Publisher,PowerPoint&Outlook;


• Strongorganizationalskills;


• Meticulousattentiontodetail;


• Superiorcustomerserviceskills;


• Abilitytoprioritize,multitask,workwithintimeconstraintsandfollow-up;

SalaryRange:$24perhour(actualcompensationofferedwillbecommensuratewitheducation,experience,designations,andinternalparity).

Diversityisanimportantvaluetous.Wearecommittedtoprovidingequalopportunitiesinemploymentandtoprovidingaworkplacewhichisfreefromdiscriminationandharassment.Thismeansthatalljobapplicantsandemployeeswillreceiveequaltreatmentregardlessofrace,colour,ethnicornationalorigins,sex,maritalstatus,disability,age,sexualorientation,religion,orbelief.