Become a part of Harbourfront Wealth as an Advisor Services Associate with a focus on Trust and Estate services. This opportunity is accessible in Vancouver, Winnipeg, or Burlington, offering a dynamic work environment.
In this role, you will be responsible for managing Trust and Estate account administration, addressing client and advisor inquiries. Your ability to multitask and prioritize will be key to supporting a high-performing advisor team. A proven track record in back-office operations enhances your candidacy for this role.
Key Responsibilities:
• Manage Trust and Estate account administration tasks
• Act as the primary contact for client inquiries
• Schedule meetings to resolve outstanding issues
• Train advisory teams on internal processes
• Analyze patterns within the Advisor Support department
Requirements:
• 1-2 years experience in Trust and Estate administration
• Familiarity with CIRO compliance and operational processes
• Excellent verb...