Part‑Time Administrative Assistant – Wealth Management

About the role

Join Carrasco Wealth Management, a growing team within Harbourfront Wealth, as a part‑time Administrative Assistant. You will support daily operations, gain exposure to the financial services sector, and develop practical skills in data management and organization.

Key responsibilities

• Maintain and update spreadsheets in Excel or Google Sheets with a focus on data accuracy.
• Perform basic data‑entry tasks and assist in generating tracking reports.
• Provide day‑to‑day administrative support, including filing digital documents and preparing simple reports.
• Help coordinate meetings, schedule internal tasks, and manage digital files.
• Offer ad‑hoc assistance as business needs evolve.

Required profile

• Previous experience in an administrative or office‑support role, preferably in a fast‑paced environment.
• Interest in financial services or wealth‑management industry.
• Strong attention to detail and ability to manage multiple tasks accurately.
• Effective written and verbal communication skills, especially in a remote setting.
• Self‑motivated, organized, and able to work independently on a part‑time schedule.

Required skills

• Proficiency with Microsoft Excel.
• Experience using Google Sheets, including basic formulas and formatting.

What we offer

• Hourly rate of $25‑$28 (CAD) based on experience.
• Flexible schedule up to 19 hours per week.
• Opportunity to learn about wealth management and grow within a supportive team.