19 Sep
|
Confidential
|
Winnipeg
19 Sep
Confidential
Winnipeg
Join Harbourfront Wealth's Operations Team as a full-time Operations Administrator based in Vancouver, BC. Take charge of processing account documentation and delivering exceptional customer service.
In this role, you'll become a key player in a dynamic financial services firm that manages over $22 billion in assets. You'll report to the Senior Manager, Operations, driving efficiency and relationship-building while ensuring high-quality service delivery. Ideal candidates are motivated, detailed, and skilled in multitasking within a fast-paced environment.
Key Responsibilities:
• Oversee the Welcome Letter and Returned Mail processes • Monitor mailboxes for incoming service inquiries • Review and approve Address and Banking updates • Manage NBIN reports on documentation and follow up • Organize and reconcile client account documentation
Requirements: • Experience in a corporate setting is desirable • Currently pursuing a degree in Finance or Business Administration • Strong communication and Microsoft Office skills • Ability to meet deadlines and manage multiple tasks • Friendly and professional attitude toward team collaboration
Utilize your organizational skills and customer focus in this impactful role at Harbourfront Wealth. #J-18808-Ljbffr
📌 Operations Administrator at Harbourfront Wealth (Winnipeg)
🏢 Confidential
📍 Winnipeg