Join Harbourfront Wealth as a Senior Advisor Services Associate in Winnipeg, MB, focusing on Trust and Estate administration. Your role will enhance client relationships through expert support.
Reporting to the Manager of Advisor Support, you'll ensure timely responses to inquiries, manage multiple priorities, and improve service levels. Your expertise in back-office processes will be crucial to providing exceptional customer service while liaising with internal teams and external vendors.
Key Responsibilities:
• Handle Trust and Estate account processing tasks
• Monitor multiple designated mailboxes for inquiries
• Ensure responses align with established SLAs
• Conduct follow-ups and provide status updates
• Assess patterns to enhance Advisor Support
Requirements:
• 1–2 years experience in related administration
• CIRO firm back-office experience preferred
• In-depth knowledge of industry operational processes
• Demonstrated organizational and problem-solving skills
• Proficiency in MS Office
Contribute to exceptional client service at Harbourfront Wealth in Winnipeg.
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