In-Office Operations & Filing Specialist

Randstad Canada; Burnaby; On-site; CAD 45,000 - 55,000; Full time

Job summary

Harbourfront Wealth is seeking an Operations Administrator for our Vancouver, BC office. The role focuses on accurately processing account opening and transfer documentation, with a strict in-office requirement.

You will report to the Senior Manager, Operations and build solid relationships while delivering high-quality customer service. Ideal candidates have good communication skills, strong organizational abilities, and experience with Microsoft Office.

Qualifications

• Strong written and verbal communication skills required.
• Ability to multitask in a fast-paced office environment.
• Attention to detail and accurate data entry with documentation.
• Experience in a corporate back-office or wealth-management setting is a plus.

Responsibilities

• Process account opening and transfer documentation accurately and timely.
• Serve as gatekeeper for mail and NBIN-related communications.
• Maintain filing and documentation for new accounts and related forms.
• Provide high-quality customer service and support to branches and clients.

Skills

Communication skills

Multitasking

Organizational skills

Attention to detail

Education

Pursuing Finance/Business Administration degree

Tools

Microsoft Office

Job description

Harbourfront Wealth is seeking an Operations Administrator for our Vancouver, BC office. The role focuses on accurately processing account opening and transfer documentation, with a strict in-office requirement.

You will report to the Senior Manager, Operations and build solid relationships while delivering high-quality customer service. Ideal candidates have good communication skills, strong organizational abilities, and experience with Microsoft Office.