Support Specialist

Harbourfront Wealth Management is a dynamic industry leader specializing in financial services and wealth management. They are seeking a Support Specialist to provide administrative and client support to Advisors, ensuring a smooth and professional client experience in a fast-paced, team-based environment.

Responsibilities

• 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

Skills

• 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

Company Overview