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Remote Administrative Assistant at Harbourfront Wealth

Harbourfront Wealth Management

Become an integral part of Harbourfront Wealth as a Remote Administrative Assistant. Support investment advisors while managing details, communication, and coordination in a part-time, fully remote role. Harbourfront Wealth, a leader in financial services, is seeking a dedicated Administrative Assistant to enhance its operations. In this part-time position, you will assist with client onboarding, manage paperwork, and maintain accurate client records. Your detail-oriented approach will be key as you handle multiple priorities independently while providing superb service. Key Responsibilities:

  • Oversee daily administrative tasks and scheduling
  • Maintain accurate client documentation and records
  • Assist with client onboarding and account administration
  • Handle phone calls and emails professionally
  • Organize meetings and prepare reports
Requirements:
  • Minimum 2 years of relevant experience
  • Proficiency in Microsoft Office and CRM systems
  • Ability to learn quickly and work independently
  • Strong organizational and communication skills
  • Attention to detail and customer service orientation
Support Harbourfront Wealth’s mission through meticulous administrative assistance and effective multitasking in a remote setting. #J-18808-Ljbffr

Vacancy posted 9 hours ago
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