Administrative Assistant (Peter Szeto Investment Group)

Job summary

Provide administrative and operational support to an investment advisory team, including preparing documentation, managing calendars, and handling project work. Support client onboarding and ongoing service by maintaining records, completing KYC updates, assisting with financial plans, and preparing reports and correspondence.

Job details

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 $22 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: We currently have a career opportunity for an Administrative Assistant reporting directly to an Investment Advisory Team in our Vancouver BC office. This role requires an individual who is professional, independent, organized, effective at multi-tasking and detail oriented, with strong communication and people skills. You will be responsible for: Provide administrative support including preparing documentation and managing day‑to‑day operational tasks; Support client onboarding and ongoing service by completing KYC updates, maintaining client records, and assisting with financial plan preparation using a licensed, planning‑focused skillset; Manage the Advisors’ calendars Prepare monthly/quarterly/annual reports, client correspondence and take ownership of project work; The ideal candidate for this position has: 2 years of office administration experience in a professional, client facing environment, ideally banking IR licensing is considered an asset; candidates who are not IR licensed should have experience as an Administrative Assistant supporting an Investment Advisor. Strong computer skills, highly proficient with Microsoft Office suite of applications and PDF software; Proven ability to handle a high volume of work in a fast-paced environment is required; Strong organizational skills and attention to detail; Excellent verbal and written communication skills; High attention to detail and accuracy; Proficiency in Mandarin would be considered an asset Salary Range: $50-70,000 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.

What you’ll do

Provide administrative and operational support to an investment advisory team, including preparing documentation, managing calendars, and handling project work. Support client onboarding and ongoing service by maintaining records, completing KYC updates, assisting with financial plans, and preparing reports and correspondence.

Requirements

Requires two years of office administration experience in a professional, client-facing environment, ideally in banking; investment relations licensing is an asset, or applicants should have experience supporting an Investment Advisor. Candidates should be proficient with Microsoft Office and PDF software, able to manage high workloads, and have strong organizational, communication, and detail-oriented skills; Mandarin is an asset.

Listed skills

• Office Administration · Preferred
• Client Onboarding · Preferred
• report preparation · Preferred
• Project management · Preferred
• Microsoft Office · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Multitasking · Preferred
• written communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Office Administration
• Client Onboarding
• KYC Updates
• Client Record Management
• Financial Plan Preparation
• Calendar Management
• Report Preparation
• Client Correspondence
• Project Management
• Microsoft Office
• PDF Software
• Organization
• Attention To Detail
• Multitasking
• Written Communication
• Verbal Communication

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support

More jobs from Harbourfront Wealth Management