Columbus Wealth services assistant Jobs – 10 Openings This Week

Administrative Assistant - Family Planning Office
Harbourfront Wealth Management —Aurora, ON
- $58,000–$68,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
9d
Assistant Manager - Fraud Deterrence (overnight)
Scotiabank —Scarborough, ON
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
Assistant Manager - Lindsay, Ontario
Scotiabank —Lindsay, ON
- Sales
- Finance
12d
Assistant Manager, Supply Chain Finance, Lending Services, Global Transaction Banking - Toronto
Scotiabank —Toronto, ON
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Access
8d
Client Assistant, Business Insurance
NFP Corp —Markham, ON
- $43,000–$58,000 a year
- Full-time
- Customer service
Management Associate Program
OTT Financial Group —Toronto, ON
- Full-time
- Bilingual
- Computer Science
- English
Quick apply
Assistant Store Manager
Rogers Communications —Thornhill, ON
- Weekends as needed
- Travel
- In-person
- Communication skills
Team Lead, Software Engineering (Full-Stack)
Questrade Financial Group —Toronto, ON
- $150,000–$180,000 a year
- Full-time
- Hybrid work
- Financial services
- Leadership
- Communication skills
Quick apply
1d

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Administrative Assistant - Family Planning Office

Harbourfront Wealth Management
Aurora, ON

Quick apply

Job details

9 days ago

Benefits

Paid vacation

Skills

Microsoft Word
Microsoft Excel
Microsoft Outlook
Filing
Microsoft Office
Administrative experience
Organizational skills
Financial services
Communication skills

Full 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 $16 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.

Built on a foundation of personalized advice, transparency, and long-term relationships, Envision Private Wealth is an advisory practice within Harbourfront Wealth Management, providing comprehensive wealth management and financial planning services to individuals, families, and business owners.
Envision takes a holistic approach to wealth management, helping clients navigate investment planning, retirement planning, estate planning, tax strategies, risk management, and cash flow planning.

Career opportunity:
Our growing financial planning practice is looking for a professional, organized, and client focused Administrative Assistant to join our team. This role is ideal for someone who enjoys providing exceptional client service, managing multiple priorities, and supporting a busy financial planning office.

You will be responsible for:

Greet clients and provide a warm, professional first impression.
Answer and direct phone calls, respond to emails, and manage correspondence.
Schedule client meetings and maintain advisor calendars.
Prepare meeting packages and client documentation.
Assist with account opening and transfer paperwork.
Maintain accurate client records and electronic filing systems.
Coordinate follow-up with clients and financial institutions.
Prepare reports, presentations, and other administrative documents.
Order office supplies and assist with general office administration.
Maintain confidentiality and handle sensitive financial information with discretion.

The ideal candidate for this position has:

Previous administrative experience, preferably in financial services, banking, wealth management, or a professional office.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Excellent communication and interpersonal skills.
Strong organizational skills with exceptional attention to detail.
Ability to prioritize tasks and work independently in a fast-paced environment.
professional, dependable, and client-service oriented.
Experience with CRM-software & financial planning platforms is considered an asset.

What do we offer:

Competitive salary based on experience.
A supportive and collaborative team environment.
Opportunities for professional development and career growth.
Comprehensive training and ongoing earning opportunities.
Paid vacation & personal days
Employee benefits after 3 months
Hybrid (1 day from home after probation)

Salary Range: $58,000 - $68,000 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.

Quick apply

Refine Your Search

wealth services assistant jobs in columbus

Administrative Assistant - Family Planning Office

Assistant Manager - Fraud Deterrence (overnight)

Assistant Manager - Lindsay, Ontario

Assistant Manager, Supply Chain Finance, Lending Services, Global Transaction Banking - Toronto

Client Assistant, Business Insurance

Management Associate Program

Assistant Store Manager

Team Lead, Software Engineering (Full-Stack)

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