Join Harbourfront Wealth as a Senior Advisor Services Associate in Winnipeg. This role offers the chance to leverage your knowledge in Trust and Estate administration while delivering exceptional client service.
We seek a result-driven candidate with a background in financial services to support our growing firm. Your primary responsibilities include handling Trust and Estate accounts, serving as an expert for internal processes, and maintaining responsive communication with advisors. You’ll also monitor inquiries and streamline the resolution process, ensuring a high-quality service experience.
Key Responsibilities:
• Manage Trust and Estate account administration tasks
• Act as an expert for client-related inquiries
• Escalate pending matters and schedule necessary meetings
• Train advisory teams on standard procedures
• Assess patterns to improve service levels
Requirements:
• 1-2 years’ experience in Trust and Estate roles
• 3-5 years’ experience in CIRO administrative positions
• Solid problem-solving and organizational skills
• Proficient in MS Office and back-office applications
• Excellent ability to prioritize and multitask
Enhance your career while contributing to client satisfaction at Harbourfront Wealth in Winnipeg.
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