Administrative Assistant - Sonora Wealth Group

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 $22 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 currently have a career opportunity for an Administrative Assistant reporting directly to an Investment Advisor in our Vancouver BC office. This role requires an individual who is professional, independent, organized, effective at multi-tasking and detail oriented, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance. Sonora Wealth Group, a wealth team under the Harbourfront umbrella, specializes in guiding individuals, families, and businesses toward achieving their financial goals. As part of Harbourfront Wealth Management, one of the leading Canadian wealth management firms, we offer personalized solutions designed to build, grow, and protect your wealth and future investments. You will be responsible for: Provide administrative support including preparing documentation and managing day‑to‑day operational tasks; Support client onboarding and ongoing service by completing KYC updates, maintaining client records, and assisting with financial plan preparation using a licensed, planning‑focused skillset; Enhance advisor’s effectiveness by providing information management support; Manage the Advisors’ calendars: Schedule meetings, allocate sufficient preparation time for meetings, recognize and anticipate changes, resolve schedule conflicts; Handle incoming and outgoing phone calls with clients and respond to requests for information; Maintain our CRM system with accurate information; Coordinate the assembly and mailing of client paperwork; General clerical and administrative duties: Data entry, filing, distribution of the mail, and any other assigned administrative duties/projects as assigned; Order and handle office supplies, coordinate vendors; Coordinate and book travel arrangements; Set-up and or coordinate events/meetings when required; Prepare monthly/quarterly/annual reports, client correspondence and take ownership of project work; Perform administrative duties as required relating to client accounts. The ideal candidate for this position has: 2 years of office administration experience in a professional, client facing environment; IR licensing is considered an asset; candidates who are not IR licensed should have experience as an Administrative Assistant supporting an Investment Advisor. Strong computer skills, highly proficient with Microsoft Office suite of applications and PDF software; Ability to learn new programs i.e., Salesforce, proprietary client management systems; Experience in wealth management industry an asset; Experience working with National Bank applications and asset; Experience with a Financial Planning software; Proven ability to handle a high volume of work in a fast-paced environment is required; Strong organizational skills and attention to detail; Excellent verbal and written communication skills; High attention to detail and accuracy; Exceptional interpersonal skills, independent with a strong sense of initiative; Strong work ethic with a team-first mindset; Demonstrated ability to learn quickly, results driven, thrives within a fast-paced environment. Salary Range: $60,000 - $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.

Provide comprehensive administrative and operational support to an Investment Advisor, including managing calendars and client documentation. Handle client onboarding, KYC updates, and the maintenance of CRM systems to enhance advisor effectiveness.

Requires at least 2 years of professional office administration experience, preferably within the wealth management industry. Proficiency in Microsoft Office and the ability to learn specialized software like Salesforce is essential.

• Data entryPreferred

Identified from the job description. Confirm important requirements above.

• Office Administration
• Client Onboarding
• KYC Updates
• Calendar Management
• CRM Maintenance
• Microsoft Office Suite
• PDF Software
• Salesforce
• Financial Planning Software
• Data Entry
• Travel Coordination
• Report Preparation
• Interpersonal Skills
• Written Communication
• Verbal Communication
• Multi-tasking

• Administrative
• Finance & Accounting
• Customer Service & Support

Minimum experience

2+ years

Apply by

Aug 29, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Associate