Advisor Services Specialist (Back-Office, 12–18mo)

Harbourfront Wealth Management; Vancouver, Winnipeg, Burlington; On-site; CAD 55,000 - 65,000; Full time

Job summary

Harbourfront Wealth Management is seeking an Advisor Services Associate for a 12–18 month contract with location flexibility across Vancouver, BC; Winnipeg, MB; or Burlington, ON. You will report to the Manager, Advisor Support and serve as the subject matter expert on NBIN back-office processes & client inquiries.

The role requires 3–5 years of administrative experience in a CIRO environment, excellent communication, and proficiency with MS Office; the successful candidate will help maintain

Qualifications

• 3–5 years of administrative/back-office experience in a CIRO firm environment.
• Thorough knowledge of CIRO industry operational processes and documentation requirements.
• Excellent verbal and written communication skills.
• Proficiency with MS Office applications.

Responsibilities

• Act as SME on NBIN back-office processes and platforms.
• Handle client inquiries: deposits, withdrawals, transfers, and internal Harbourfront systems.
• Monitor designated mailboxes and provide timely responses per SLAs.
• Escalate inquiries and coordinate with NBIN to expedite resolutions.
• Schedule meetings with NBIN to resolve outstanding requests.
• Coordinate with internal teams or vendors to complete service inquiries.
• Identify patterns within Advisor Support and assist with training.
• Close completed tickets promptly and maintain service levels.

Skills

Excellent verbal and written comms

Attention to detail

Prioritization & multitasking

Strong analytical skills

Customer service orientation

Tools

MS Office

NBIN back-office system

Job description

Harbourfront Wealth Management is seeking an Advisor Services Associate for a 12–18 month contract with location flexibility across Vancouver, BC; Winnipeg, MB; or Burlington, ON. You will report to the Manager, Advisor Support and serve as the subject matter expert on NBIN back-office processes & client inquiries.

The role requires 3–5 years of administrative experience in a CIRO environment, excellent communication, and proficiency with MS Office; the successful candidate will help maintain