Elevate your career with Harbourfront Wealth as a Senior Advisor Services Associate in Vancouver, BC. We seek a results-driven expert in Trust and Estate account administration.

In this role, you will coordinate with clients and advisors while supporting Trust and Estate administration. The position involves acting as a subject matter expert on internal processes, responding to inquiries, and multitasking on various requests. You'll report to the Manager of Advisor Support and contribute significantly to client experience.

Key Responsibilities:
• Assist in Trust and Estate account administration
• Act as subject matter expert on custodial platforms
• Monitor mailboxes for client inquiries promptly
• Provide professional responses adhering to SLAs
• Conduct training sessions for advisory teams

Requirements:
• 1–2 years in Trust and Estate administration
• 3-5 years of administrative experience in financial services
• Robust knowledge of securities and operational processes
• Proficient in MS Office applications
• Excellent verbal and written communication skills

Bring your analytical skills and client support expertise to Harbourfront Wealth in Vancouver.
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📌 Senior Advisor Services Associate Vancouver (Ontario)
🏢 Harbourfront Wealth Management
📍 Ontario