Advance your career with Harbourfront Wealth as a Senior Advisor Services Associate in Vancouver, Winnipeg, or Burlington. This position seeks a high-performing candidate passionate about delivering exceptional customer service in Trust and Estate administration. You will report to the Manager, Advisor Support, acting as a subject matter expert for back-office processes and managing client inquiries efficiently.

Your experience with Trust and Estate administration will enable you to support our advisors in providing outstanding service to their clients. Key Responsibilities:

- Assist with processing estate settlements and documentation
- Serve as a subject matter expert on all client inquiry services
- Monitor and manage inboxes for incoming inquiries




- Escalate issues and provide timely responses
- Conduct training for advisory teams on best practices Requirements:
- 1-2 years experience in Trust and Estate administration
- 3-5 years in relevant administrative roles
- Knowledge of CIRO operational processes
- Solid analytical skills and attention to detail
- Effective communication skills for client interactions Become a key player at Harbourfront Wealth by excelling as a Senior Advisor Services Associate dedicated to high standards of service.

📌 Senior Advisor Services Associate Role (Burlington)
🏢 Harbourfront Wealth Group
📍 Burlington