Job Description

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 $14 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 seeking a warm, polished, and service-oriented professional to serve as the first point of contact for our firm. This role is ideal for someone who takes pride in creating an exceptional client experience and is energized by supporting a high-performing team in a refined, relationship-focused environment.

Responsibilities Include:

Client Experience & Front Desk

• Serve as the primary point of contact for all guests, clients, and incoming calls, ensuring a gracious and professional welcome.
• Prepare and set up meeting rooms to a high standard, anticipating needs and maintaining a consistently elevated environment.
• Greet clients on arrival and ensure their visit runs smoothly and comfortably.
• Oversee the collection, sorting, processing, and distribution of incoming and outgoing mail.
• Maintain supply rooms, office equipment, and common areas in a well-stocked, organized, and presentable condition.
• Oversee the collection, sorting, processing, and distribution of incoming and outgoing mail.
• Coordinate courier services to ensure timely and efficient delivery

Operational Support

• Manage the firm’s CRM for updates, and general administrative information to ensure accuracy and completeness.
• Manage the firm's milestone program for clients
• Help with items relating to best-in-class service delivery

Office Coordination

• Order lunches and refreshments for internal and client meetings, mindful of dietary preferences and timing.
• Oversee office supplies, ensuring the team has what they need and maintaining an organized and well-run workspace.
• Maintain supply rooms, office equipment, and common areas in a well-stocked, organized, and presentable condition.

The ideal candidate for this position has:

• Prior experience in a professional services environment (wealth management, law, accounting, hospitality, or similar) is considered an asset.
• Strong interpersonal skills with a polished, calm, and client-focused presence.
• Excellent attention to detail and strong organizational abilities.
• Proficiency with Microsoft Office and comfort working with CRM systems (sales force)

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.

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