Administrative Support at Coast Water Private Wealth

Support financial operations as an Administrative Assistant at Harbourfront Wealth in Vancouver, BC. Combine your organizational skills with a client-centric approach while assisting an Investment Advisor.
This role with Coast Water Private Wealth requires a proactive individual ready to handle various administrative tasks. You will manage client onboarding, prepare necessary documentation, and maintain client records. Your ability to multitask and provide exceptional service is essential to this position, ensuring smooth day-to-day operations.
Key Responsibilities:
• Provide administrative support and prepare reports
• Manage client onboarding and records maintenance
• Handle phone calls and greet clients professionally
• Ensure effective scheduling of meetings and events
• Perform general clerical tasks, including data entry
Requirements:
• At least 2 years of investment industry experience
• 2 years of administration in a client-focused role
• High p...