Administrative Assistant - Gilman Deters Private Wealth

Harbourfront Wealth Management; Courtenay; On-site; CAD 28,000 - 39,000; Full time

Job summary

Harbourfront Wealth is a dynamic wealth management firm with a strong track record and a growing team. We are hiring a permanent full-time Administrative Assistant to support the Senior Investment Advisor on-site at our Courtenay, BC office.

The role requires professionalism, attention to detail, and the ability to multitask in a fast-paced environment. You will enhance advisor efficiency, nurture client relationships, manage accounts and documentation, handle calls, coordinate meetings, prepare

Qualifications

• Minimum 2 years investment industry experience is an asset.
• Experience in professional services (Law, Accounting, Retail Banking, general business) is an asset.
• Proficient with Microsoft Office Word, Excel, Publisher, PowerPoint and Outlook.
• Strong verbal and written communication skills.
• Ability to learn quickly and identify opportunities to add value.
• Strong organizational skills and meticulous attention to detail.
• Ability to prioritize, multitask, meet deadlines and follow up.
• Ability to work in a team environment in a professional and friendly manner.

Responsibilities

• Enhancing advisor's effectiveness by providing information management support.
• Foster and support client relationships by liaising with clients and responding to requests.
• Open accounts and manage documentation requirements.
• Process and follow up on account opening, transfer and other requests.
• Handle incoming/outgoing calls and respond to information requests.
• Organize and coordinate meetings and conference calls.
• Prepare monthly/quarterly/annual reports and client correspondence; own project work.
• Act as the professional first contact for visitors to the company.
• Answer phone calls promptly, screen and redirect as needed.
• Serve as office point of contact for facilities maintenance and workplace requests.
• Maintain office premises standards for appearance and operations.
• Perform other duties as assigned.

Skills

Communication skills

Teamwork

Detail-oriented

Multitasking

Professionalism

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Publisher

Job description

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 have a permanent full-time opportunity based 100% onsite at our Courtenay, BC office. The Administrative Assistant plays a crucial role in supporting all activities required by the Senior Investment Advisor.

This role requires an individual who is professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance.

You will be responsible for:

• Enhancing advisor's effectiveness by providing information management support;
• Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
• Open accounts and manage documentation requirements;
• Process and follow up on account opening, transfer and other type of requests;
• Handle incoming and outgoing phone calls with clients and respond to requests for information;
• Organizing and coordinating meetings and conference calls;
• Prepare monthly/quarterly/annual reports, client correspondence and taking ownership of project work;
• Act as the professional first point of contact for the company that greets and welcomes visitors;
• Answer phone calls promptly, screen calls and redirect appropriately;
• 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.

The ideal candidate for this position has:

• Minimum of 2-years investment industry experience an asset;
• Experience working within a professional service industry such as Law, Accounting, Retail Banking, General Business would be an asset
• Proficient with Microsoft Office particularly Word, Excel, Publisher, PowerPoint & Outlook;
• Proven verbal and written communication skills;
• Ability to learn quickly and identify opportunities to add value;
• Strong organizational skills;
• Meticulous attention to detail;
• Ability to prioritize, multitask, work within time constraints and follow-up;
• Ability to work in a team environment and demonstrate a professional and friendly manner;

Salary Range:

$24 per hour (actual compensation offered will be commensurate with education, experience, designations, 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.