3+ YOECandidates need 3+ years in an administrative or client-support role, ideally in financial services, and a CIRO registration as an Investment Representative or Registered Representative, or the ability to register. A bachelor's degree is preferred but equivalent experience is considered. Strong Microsoft Office skills and high confidentiality are required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams
1+ YOEHarbourfront Wealth Management needs candidates with 1 to 3 years of compliance, risk, audit or similar experience in financial services, a basic understanding of wealth management products, strong Microsoft Excel skills and strong written and verbal communication. Experience with PortfolioAid, Croesus, Salesforce, Global Relay or fund compliance is preferred.
Microsoft Excel, Microsoft Office, PortfolioAid, Croesus, Global Relay, NBIN
1+ YOEHarbourfront Wealth Management needs candidates with 1 to 2 years of investment operations experience in wealth management, strong knowledge of accounts, custody, trading and transfers, and solid Excel skills. An undergraduate degree in finance, economics, business or a related field is required.
2+ YOECandidates need post-secondary education in HR, business administration or a related field, or an equivalent mix of education and experience. Up to two years of recruitment or HR administrative experience is preferred, with strong Microsoft Office skills, good communication and strong organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Indeed, LinkedIn, CATS
2+ YOECandidates need at least one year in financial services and about two years of client-facing office administration, ideally in banking. They must be highly skilled with Microsoft Office and PDF software, work well under heavy volume, and communicate clearly in writing and speech. IR licensing and Mandarin are assets.