26 Sep
|
Harbourfront Wealth Management
|
Vancouver
26 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 efficientlyHandle Returned Mail processes and trackingRespond to service inquiries promptly as 'gatekeeper'Review banking and address updates for accuracyOrganize client account documentation and filingRequirements:Experience in a corporate environment is an assetPursuing degree in Finance or Business AdministrationStrong proficiency in Microsoft Office applicationsExcellent communication and organizational skillsAttention to detail in fast-paced environmentsContribute 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