Administrative Executive Job Posting
by Hemmett Anseeuw on 04.05.2018
by Hemmett Anseeuw on 04.05.2018
Harbourfront Wealth Management, a growing wealth management firm, is seeking an Administrative Executive Team Leader to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Harbourfront is to bring integrity into the financial planning…build strong relationships…we help clients realize that true financial peace of mind comes from maintaining a focus on items within their control and we help them to keep this top of mind at all times regardless of happenings in the world around them. Our proactive approach empowers our clients to make wise financial decisions while freeing up their time to focus on the passions that give their life meaning and purpose.
If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!
Description – The Administrative Executive Team Leader Role plays an important role in setting the tone for the organization. As the first person and last person clients see when they are in the office, the Administrative Executive Team Leader is instrumental in making sure clients have a positive experience. In addition to first impressions, the Administrative Executive Team Leader is the primary support and expertise for all back office administrative responsibilities and day-to-day and must be able to work effectively with other staff members, clients and the Advisors.
Major Areas of Responsibility
Greets clients and makes them feel comfortable when they visit the office
Handles and coordinates incoming phone calls
Handles and coordinates all other visitors, suppliers and vendors
Lead administrative support and expert on all back office administrative functions
Process all client account services including, but not limited to new accounts, account amendments, transfers, wires, contributions and redemptions
Coordinates and schedules meetings/calendar for the Wealth Advisor(s)
Master and maintain client services on CRM
Assists with organizing events as required
Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings with select clients.
Coordinates team meetings, sets agenda, disseminates minutes, resulting tasks and timelines for completion.
Knowledge, Skills & Abilities
Excellent communication and interpersonal skills
Excellent attitude and an extraordinary client service orientation
Excellent phone skills
Excellent organizational and time management skills
A genuine interest in serving and caring for other people
Able to handle multiple tasks and operate within deadlines
Knowledge of the securities industry’s rules and regulations is an asset
Ideally experience in a financial services firm assisting with day-to-day operations
Salary is commensurate with experience.
We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.
For more information about our company, please visit our website https://hemmettanseeuw.com
If you’re interested in this opportunity, please send your resume and cover letter to Barbara Tyrchniewicz email: firstname.lastname@example.org . Given the high demand for this position, we’re only able to contact the most qualified candidates.