Job Description

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 $14 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:

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 permanent role based out of our Winnipeg, Manitoba office.

This is a permanent position , offering 30–40 hours per week , depending on business needs.

You will be responsible for:

• Overseeing day-to-day administrative duties including scheduling, correspondence, and general coordination;
• Scheduling and coordinate social media posts (e.g., Twitter, YouTube);
• Managing approvals and upload videos to YouTube and other platforms;
• Working independently with minimal direction, managing multiple priorities effectively;
• Handling incoming and outgoing phone calls with clients and respond to requests for information;
• Organizing and coordinating meetings and conference calls;
• Preparing monthly/quarterly/annual reports, client correspondence and taking ownership of project work;
• 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:

• Minimum 2 year’s experience in a similar role;
• Experience in investment or banking environments is an asset but not required;
• Familiarity with Salesforce or similar CRM systems is an advantage;
• Knowledge of the National Bank Independent Network (NBIN) Back-office system also an asset;
• Demonstrated ability to work independently and efficiently;
• Experience in an investment firm an asset;
• Comfortable with scheduling tools and social media management. – i.e. X, LinkedIn, YouTube;
• 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.

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.

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