Administrative Assistant Jobs

• Part-time, Flexible (25-30 hours per week, Monday- Friday)

At Harbr Financial Group, we care about our colleagues, our clients and the communities where we work and live. We’re building a thriving business that helps people build the best futures possible through custom financial solutions. Everything we do has our clients’ and teams’ best interests at heart.

We’re currently seeking a professional and responsible Administrative Assistant to support our team and provide superior client service, all while ensuring our business runs as smoothly as possible. The Administrative Assistant will perform a variety of administrative and clerical tasks, including supporting our Financial Advisors, assisting in daily office needs and managing our company’s general administrative activities.

Main responsibilities include:

●Working independently and within a team environment to deliver high quality admin support, client communications and deliverables.

●Managing and responding to email and phone communication.

●Scheduling and confirming appointments and meetings.

●Assisting in the preparation of letters and reports using firm templates that comply with firm standards for branding and communication.

●Welcoming and supporting visitors and clients by greeting them, in person or on the telephone; answering or referring inquiries.

●Acting as a point of contact for inbound and outbound communication.

●Managing office supplies, maintaining inventory and creating orders.

●Maintaining filing systems.

●Assisting leadership with their day to day operations (managing calendar, meetings, etc.)

●Conducting other general administrative duties including, but not limited to: reception, filing, photocopying, scanning, faxing and mailing.

Think you’ve got what it takes to be our Administrative Assistant? Great. Here are a few more skills and experiences we’re hoping our new team member brings to the table:

●Significant work experience demonstrating use of MS Office (particularly Outlook, Word, Excel, PowerPoint and Teams) and CRM tools

●Post secondary education

●Experience as an administrative assistant is a plus

●Strong organizational and written and verbal communication skills

●Excellent attention to detail with an aptitude for proofreading

●Ability to multitask and prioritize

●Exceptional client service mindset

●Computer savvy – ability to learn and troubleshoot various computer programs

●Takes initiative, takes direction and works well independently

●Keen attention to detail, efficient and accurate

About Harbr Financial Group

Harbr Financial Group offers a wealth of industry experience and a long track record of success creating custom financial solutions. From wealth and investment management, to insurance strategies and succession planning, our comprehensive solutions help build the best futures possible – for clients, their families and their businesses.