Hybrid Administrative Assistant for Wealth Management

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

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.