Overview
Wealth Management Assistant Jobs in Vancouver, British Columbia, Canada at Harbourfront Wealth Management
Who we are:
Harbourfront Wealth is a
dynamic
industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 43 branches across Canada.
Career opportunity:
The Administrative Assistant plays a crucial role in supporting all activities required by the 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.
This opportunity is a full-time temporary 1-year contract role, with a hybrid working model based out of our Vancouver Head Office. 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 incomingand 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;
Answer phone calls promptly, screen calls and redirect appropriately;
Serve as officepoint of contact for building directed maintenance and workplace related requests;
Maintain officepremises standards for appearance, client requirements and day to day operations.
The ideal candidate for this position has:
Proficient with Microsoft Office particularly Word, Excel, 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
;
Superior customer service skills;
Ability to prioritize, multitask, work within time constraints and follow-up;
Ability to workin a
team environment
and demonstrate a professional and friendly manner;
Minimum of 2-years investment industry experience an asset.
Salary Range
: $45,000 – $52,000 per annum (actual salary 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.
Title: Wealth Management Assistant
Company: Harbourfront Wealth Management
Location: Vancouver, British Columbia, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Office Administrator/ Coordinator)
