Administrative Assistant

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 52 branches across Canada.

Career Opportunity

Our subsidiary, KJ Harrison & Partners, is seeking an experienced and highly organized Private Client Associate to support a Portfolio Manager in delivering exceptional service to high-net worth and high-profile clients. This role is a combination of relationship management support, portfolio administration, operational execution, and scheduling, all within a collaborative team environment. The ideal candidate requires a strong attention to detail, professionalism and a client-first mindset.

Administrative Tasks

You will be responsible for:

• Enhancing advisor’s effectiveness by providing information management support;
• Fostering and supporting client relationships by liaising with clients, responding to requests and proactive problem solving;
• Opening accounts and managing documentation requirements;
• Processing and following up on account opening, transfer and other type of requests;
• Maintaining accurate and up-to-date client files;
• Scheduling and coordinating meetings, appointments, and calendar activities;
• Assisting in the preparation for client meetings;
• Answering phone calls promptly, screen calls and redirect appropriately;
  
  

Event Planning

• Planning, executing, and attending client events such as seminars, workshops, and appreciation gatherings;
• Coordinating event logistics, including venue selection, catering, and guest communications;
• Liaising with the third party Marketing agency and coordinating as required;
• Managing event budgets and ensuring all activities are cost-effective and within financial guidelines;
• Representing the Investment Advisor & Team at events and networking functions;
  
  

Office Management

• Managing office supplies and ensuring all necessary materials are stocked and organized;
• Serving as office point of contact for building directed maintenance and workplace related requests;
• Maintaining office premises 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 work in a team environment and demonstrate a professional and friendly manner;
• Minimum of 2-years investment industry experience an asset.
  
  

Salary Range: $55,000 – $65,000 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.