Administrative Assistant - Pukalo Prairie Wealth Group
About the role
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
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.
You will be responsible for
Overseeing day-to-day administrative duties including paperwork, scheduling, correspondence, and general coordination; Scheduling and coordinate social media posts (e.g., Twitter, YouTube, Facebook); Basic website updates such as uploading blog posts; Working independently with minimal direction, managing multiple priorities effectively; Handling incoming and outgoing phone calls with clients and respond to email requests for information; Organizing and coordinating meetings and conference calls; Preparing monthly/quarterly/annual reports, client correspondence and taking ownership of project work.
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; Has knowledge of how to use various AI tools such as Zocks, Microsoft Copilot and Chat GPT. 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.
Salary Range: $58,000 to $68,000 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.
Not the right fit? Search for Administrative Assistant jobs in Winnipeg, Manitoba, Canada
About Harbourfront Wealth Management
Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
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Administrative Assistant - Pukalo Prairie Wealth Group
About the role
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
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.
You will be responsible for
Overseeing day-to-day administrative duties including paperwork, scheduling, correspondence, and general coordination; Scheduling and coordinate social media posts (e.g., Twitter, YouTube, Facebook); Basic website updates such as uploading blog posts; Working independently with minimal direction, managing multiple priorities effectively; Handling incoming and outgoing phone calls with clients and respond to email requests for information; Organizing and coordinating meetings and conference calls; Preparing monthly/quarterly/annual reports, client correspondence and taking ownership of project work.
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; Has knowledge of how to use various AI tools such as Zocks, Microsoft Copilot and Chat GPT. 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.
Salary Range: $58,000 to $68,000 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.
Not the right fit? Search for Administrative Assistant jobs in Winnipeg, Manitoba, Canada
About Harbourfront Wealth Management
Unlike the large institutions, Harbourfront Wealth embodies a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.