Administrative Executive Job Posting

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

First Impressions

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

 

Administrative Duties

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

Requirements

 

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

Professional presentation

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.azurewebsites.net

If you’re interested in this opportunity, please send your resume and cover letter to Barbara Tyrchniewicz email: [email protected] . Given the high demand for this position, we’re only able to contact the most qualified candidates.