Advisor Transition Administrator (Hybrid Working Model)

Who we are:

Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing employee-owned firm and CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over twenty branches across Canada.

Career opportunity:

We currently have a career opportunity for an Advisor Transition Administrator. Reporting to the Manager, Advisor Transitions this role is offered as a hybrid-remote role with flexibility on location within Canada. Our head office is in Vancouver, BC, in addition to 28+ offices across Canada. We are currently looking for an individual, who is interested in growing their career in the retail and business processing operations of a full-service brokerage firm. The successful candidate will support and act as a liaison between sales and operations personnel.

Key responsibilities

• Completing administrative items/tasks and other duties when assigned;
• Monitoring mailboxes and responding to all general account opening and transfer inquiries during the team’s onboarding period;
• Creating new and/or updating existing account templates in our DocuSign application;
• Providing service, and support to the Transitions department as required;
• Assisting with the navigation of various third-party operating systems;
• Assisting with the onboarding process of new advisory teams, create new account opening packages, clarify operations policies/procedures and documentation requirements, and collaborate with other internal departments, to effectively complete their account opening and transfers;

Ideal candidate qualifications:

• High level of people skills, critical thinking, and ability to operate in a dynamic, fast-paced environment;
• Ability to learn and adapt quickly, is results driven, and thrives within a fast-paced environment;
• 6-12 Months of financial service industry experience, preferably, with an CIRO Investment Dealer;
• Exceptional written and oral communication skills;
• Proficiency with MS Office applications;
• Possess project and organizational skills with a focus on completing assigned tasks efficiently;
• Adaptability and strong time management skills to adapt to shifting priorities to meet deadlines;
• Strong analytical skills, along with a keen eye for detail to apply critical thinking to solve complex problems;
• Experience with National Bank Independent Network (NBIN) service relationship and operating systems is considered an asset;
• Familiar with brokerage back-office operations, objectives, and initiatives;
• Effective team player, positive attitude, and strong collaboration skills;

Definite Assets:

• Knowledge of DocuSign application;
• Knowledge of NBIN back-office processes and various applications;
• Relevant experience in the Wealth Management industry;

Diversity and Inclusion

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. 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.