Help Desk Manager

2 weeks ago

Vancouver BC, Canada Harbourfront Wealth Management Full time €40,000 - €50,000

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.Registered Investment Advisor (RIA) and insurance company. We currently have a temporary full-time opportunity for an Operations Administrator to join our Operations Team. The successful candidate will be responsible for accurately processing account opening & transfer documentation in a timely manner. This role is based in Vancouver, BC and has a 100% in office requirement. We are looking for a highly motivated, high performing, results driven candidate who will report to the Senior Manager, Operations. This highly motivated candidate must take personal responsibility for building solid relationships and must have a passion for providing high quality customer service.

Complete the review and approval process for Address and Banking updates.
Assist with handling rejected or declined new account opening requests by external processing agent (NBIN).
Follow up with NBIN for accounts passed standard SLA.
Assist with electronic and/or physical filing of client account documentation;
File, organize, and reconcile new account forms and various documentation.
Previous experience in a corporate environment is an asset;
Currently pursuing a degree in Finance, Business Administration, or a related field;
Good working knowledge with Microsoft Office suite of applications;
Previous knowledge of National Bank Independent Network back-office process and tools;
Experience working with a Securities Brokerage firm is an asset.

Diversity and Inclusion
Diversity is an important value to us. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

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