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. #J-18808-Ljbffr

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