Client-Focused Administrative Assistant Vancouver
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Harbourfront Wealth Management
📍 vancouver, metro vancouver regional district, Canada
Job Description
Elevate client service as an Administrative Assistant with Harbourfront Wealth in Vancouver, BC. Support an Investment Advisor with organization and communication skills while managing multiple tasks daily.
This role is crucial for successful operations at Coast Water Private Wealth, part of Harbourfront Wealth. You will provide vital administrative support, enhance advisor effectiveness, and facilitate client onboarding. Attention to detail and strong interpersonal capabilities are required as you engage with high-net-worth clients and maintain precise records.
Key Responsibilities:
• Prepare documentation and manage daily operational tasks
• Support client onboarding and KYC updates
• Maintain accurate CRM system information
• Coordinate travel arrangements and events/meetings
• Manage the Advisor’s calendar and scheduling conflicts
Requirements:
• Minimum 2 years in investment industry experience
• 2 years of office administration in a client-facing rol...
This role is crucial for successful operations at Coast Water Private Wealth, part of Harbourfront Wealth. You will provide vital administrative support, enhance advisor effectiveness, and facilitate client onboarding. Attention to detail and strong interpersonal capabilities are required as you engage with high-net-worth clients and maintain precise records.
Key Responsibilities:
• Prepare documentation and manage daily operational tasks
• Support client onboarding and KYC updates
• Maintain accurate CRM system information
• Coordinate travel arrangements and events/meetings
• Manage the Advisor’s calendar and scheduling conflicts
Requirements:
• Minimum 2 years in investment industry experience
• 2 years of office administration in a client-facing rol...