Join Harbourfront Wealth as a Senior Advisor Services Associate, with flexible location options in Vancouver, Winnipeg, or Burlington. This role emphasizes customer service and Trust and Estate account administration for motivated individuals.
You will be reporting to the Manager, Advisor Support, providing high-quality service to clients while navigating multiple priorities. Your expertise in the NBIN back-office processes will greatly enhance the Advisor Support team's efficiency and responsiveness.
Key Responsibilities:
• Process estate settlements and respond to client inquiries
• Expertly manage NBIN back-office service tasks
• Ensure timely follow-ups and status updates on inquiries
• Schedule meetings with NBIN for issue resolution
• Liaise with internal teams for service completion
Requirements:
• 1-2 years supporting Trust and Estate administration
• 3-5 years in administrative CIRO back-office roles
• Robust detail-oriented analytical skills
• Proficient in MS Office
• Excellent verbal and written communication skills
Play a vital role in Harbourfront Wealth's commitment to customer service excellence as a Senior Advisor Services Associate.
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📌 Advisor Services Associate at Harbourfront (Burlington)
🏢 Harbourfront Wealth Group
📍 Burlington