19 Sep
|
Harbourfront Wealth Management
|
Winnipeg
19 Sep
Harbourfront Wealth Management
Winnipeg
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 dynamic 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. #J-18808-Ljbffr
📌 Operations Administrator at Harbourfront Wealth (Winnipeg)
🏢 Harbourfront Wealth Management
📍 Winnipeg