Administrative Assistant (Peter Szeto Investment Group)

Harbourfront Wealth Group; Vancouver; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Harbourfront Wealth Group in Vancouver is seeking an Administrative Assistant to support an Investment Advisory Team. The role is hybrid, requiring four days in the office with one day remotely, and focuses on administrative tasks, client onboarding, and reporting.

You will manage calendars, assist with KYC updates, and prepare client documents, reflecting strong communication and organizational skills. Mandarin language ability is considered an asset, as is IR licensing experience.

Qualifications

• 2 years of office administration experience in a professional, client-facing environment.
• At least 1 year experience within the financial services industry.
• IR licensing is an asset; candidates not IR licensed should have experience supporting an Investment Advisor.

Responsibilities

• Provide administrative support including preparing documentation and managing day-to-day operational tasks.
• Support client onboarding and ongoing service by completing KYC updates and maintaining client records.
• Manage the Advisors’ calendars.
• Prepare monthly/quarterly/annual reports and client correspondence; take ownership of project work.

Skills

Microsoft Office

Communication

Organization

Multi-tasking

Tools

PDF software

Job description

Administrative Assistant (Peter Szeto Investment Group)

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 is a hybridposition, requiring four days per week in the office and the flexibility to work remotely on Fridays. 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
• At least 1 year experience within the financialservices industry is required.
• 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.