Support Specialist

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 $15 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:

We are looking for a Support Specialist to join Sea Glass Wealth, an advisory team under Harbourfront’s umbrella. This role is well suited for someone who enjoys being hands\-on, highly organized, and involved in the day\-to\-day operations of a wealth management practice based on a remote basis (1 day per quarter in office)

You will provide administrative and client support to the Advisors, helping to ensure a smooth and professional client experience. This is a great opportunity for a detail\-oriented, proactive individual who enjoys working in a fast\-paced, team\-based environment.

You will be responsible for:

• 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.

The ideal candidate for this position has:

• 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

Salary Range: $50,000 \- $60,000 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.