Senior Advisor Services Associate

Become a key player at Harbourfront Wealth as a Senior Advisor Services Associate, with flexible locations including Vancouver. Bring your passion for financial services and exceptional relationship-building skills to our thriving firm.

We are looking for a motivated candidate to fill this role within our dynamic financial services environment. You will directly support Trust and Estate account administration, acting as an expert on Custodian back-office processes and client-related inquiries.

Your role will involve managing multiple priorities and ensuring timely communication with clients and advisors.

Key Responsibilities:

• Assist with Trust and Estate account administration

• Serve as subject matter expert on Custodian back-office platforms

• Monitor and respond to client and advisor inquiries

• Provide timely and accurate responses following SLAs

• Conduct training for advisory teams on service protocols

Requirements:

• 1–2 years in Trust and Estate administration

• 3-5 years of administrative experience in CIRO

• Knowledge of securities and operational processes

• Excellent communication and analytical skills

• Proficiency in MS Office applications

Showcase your expertise in financial services to elevate client support at Harbourfront Wealth.
#J-18808-Ljbffr