Hybrid Administrative Assistant for Investment Advisory

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

Job summary

Harbourfront Wealth Management in Vancouver, BC, seeks an Administrative Assistant to support an Investment Advisory Team. This hybrid role requires four days in the office with Fridays remote, and you will handle day-to-day operations, document preparation, and client onboarding tasks.

The ideal candidate has about 2 years of office administration experience, strong Microsoft Office and PDF skills, excellent communication, and keen attention to detail. Mandarin is a plus.

Qualifications

• 2 years of office administration experience in a professional, client facing environment (ideally banking).
• IR licensing is asset; candidates not IR licensed should have experience as Administrative Assistant supporting an Investment Advisor.
• Strong computer skills, proficient with Microsoft Office suite and PDF software.
• Proven ability to handle a high volume of work in a fast-paced environment.
• 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.

Responsibilities

• 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.

Skills

Office administration

Microsoft Office

Communication skills

Attention to detail

Multitasking

Mandarin desired

Tools

PDF software

Job description

Harbourfront Wealth Management in Vancouver, BC, seeks an Administrative Assistant to support an Investment Advisory Team. This hybrid role requires four days in the office with Fridays remote, and you will handle day-to-day operations, document preparation, and client onboarding tasks.

The ideal candidate has about 2 years of office administration experience, strong Microsoft Office and PDF skills, excellent communication, and keen attention to detail. Mandarin is a plus.