19 Sep
|
Harbourfront Wealth Management
|
Vancouver
19 Sep
Harbourfront Wealth Management
Vancouver
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 rapid-paced environments Contribute to exceptional operations and customer experiences at Harbourfront Wealth while developing your expertise in financial services.
📌 Operations Administrator at Harbourfront Wealth (Vancouver)
🏢 Harbourfront Wealth Management
📍 Vancouver