20 Sep
|
Harbourfront Wealth Management
|
Vancouver
20 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 setting 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.
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📌 Operations Administrator at Harbourfront Wealth (Vancouver)
🏢 Harbourfront Wealth Management
📍 Vancouver