Operations Administrator at Harbourfront Wealth (British Columbia)

Operations Administrator at Harbourfront Wealth (British Columbia)

19 Oct
|
Peoples Trust
|
British Columbia

19 Oct

Peoples Trust

British Columbia

Become a crucial part of Harbourfront Wealth as an Operations Administrator in Vancouver, BC. Your focus will be on precise processing of account documentation and providing top-notch customer service.

In this full-time role, you'll manage account opening and transfer documents promptly. Working under the Senior Manager of Operations, you will maintain high service standards and build strong relationships with clients. This in-office position is designed for motivated individuals eager to excel in financial services.

Key Responsibilities:
• Oversee the Welcome Letter and Returned Mail processes
• Monitor mailboxes and respond to service inquiries
• Review and approve Address and Banking updates
• Organize and reconcile new account forms
• Assist with filing and handling client documentation

Requirements:
• Experience in a corporate environment is a plus
• Pursuing a degree in Finance or Business Administration
• Proficient in Microsoft Office Suite
• Solid multitasking skills in fast-paced settings
• Excellent attention to detail and communication skills

Drive your career forward in a role that values accuracy and teamwork at Harbourfront Wealth in Vancouver.
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📌 Operations Administrator at Harbourfront Wealth (British Columbia)
🏢 Peoples Trust
📍 British Columbia

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