Vancouver Financial Services Assistant

Elevate your career at Harbourfront Wealth as a Financial Services Assistant in Vancouver, BC. This role requires strong communication and organization skills to assist Investment Advisors in delivering exceptional client service within a wealth management setting.

You will report directly to an Investment Advisor, providing essential administrative support, including managing calendars, preparing documentation, and assisting with client onboarding. With at least 2 years of relevant experience, candidates should be adept at handling high-volume workloads and possess excellent attention to detail while utilizing Microsoft Office proficiently.

Key Responsibilities:
• Prepare and manage day-to-day operational documentation
• Support client onboarding and KYC updates
• Greet clients and manage incoming calls professionally
• Maintain client records within the CRM system
• Coordinate events and meetings effectively

Require...