Support Specialist

Harbourfront Wealth Management is a dynamic industry leader specializing in financial services and wealth management. They are seeking a Support Specialist to provide administrative and client support to Advisors, ensuring a smooth and professional client experience in a fast-paced, team-based environment. Responsibilities - Enhance advisor’s effectiveness by providing information management support - Handle incoming telephone calls and emails - Assist with new client onboarding and help deliver a high-quality, personalized client experience - General clerical and administrative duties: Data entry, filing and any other assigned administrative duties - Project and event planning – client events, sales and client experience initiatives - Organize and coordinate all conference calls and webinars - Coordinate the assembly and mailing of client paperwork (primarily virtually through Docusign) - Liaise with insurance companies for existing policy management documentation and quotes - Schedule meetings, allocate sufficient preparation time for meetings, recognize and anticipate changes Skills - Previous experience in an administrative, client service, or support role, ideally within financial services or a professional services environment - Strong organizational skills with the ability to manage multiple priorities, deadlines, and calendars effectively - Excellent written and verbal communication skills and a professional, client-focused approach - High attention to detail and comfort handling documentation, data entry, and confidential information - Solid working knowledge of Microsoft Office and familiarity with tools such as Outlook, Teams, and DocuSign - A proactive, dependable mindset and the ability to work well both independently and as part of a team Company Overview - Harbourfront Wealth Management is an independent wealth management and financial planning advisory firm. It was founded in 2013, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 201-500 employees. Its website is https://www.harbourfrontwealth.com.