Enhance your career in financial services with Harbourfront Wealth as an Operations Administrator in Vancouver, BC. This full-time role focuses on account processing and customer service excellence.
Join a energetic team at Harbourfront Wealth, a leader in wealth management with over $22 billion in assets. As an Operations Administrator, you will accurately process account documentation and maintain essential relationships with clients. We seek a motivated candidate who thrives under pressure and meets deadlines while providing top-notch service and support.
Key Responsibilities:
• Manage the Welcome Letter process efficiently • Handle Returned Mail processes and tracking • Respond to service inquiries promptly as ‘gatekeeper’ • Review banking and address updates for accuracy • Organize client account documentation and filing
Requirements: • Experience in a corporate environment is an asset • Pursuing degree in Finance or Business Administration • Strong proficiency in Microsoft Office applications • Excellent communication and organizational skills • Attention to detail in fast-paced environments
Contribute to exceptional operations and customer experiences at Harbourfront Wealth while developing your expertise in financial services.