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
- Solid 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.

📌 Senior Advisor Services Associate Vancouver (Burlington)
🏢 Harbourfront Wealth Management
📍 Burlington