Career opportunity:We currently have a full-time opportunity for anAccount Processing Associateto join our Operations Team. The successful candidate will be responsible for accurately processing account opening & transfer documentation in a timely manner. This role has flexibility on location out ofVancouver, BC ,Winnipeg, MB, orBurlington, ON. 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.You will be responsible for:Monitor MAKO & DocuSign dashboard, updating activity log, uploading any ad hoc forms; Monitoring MAKO straight through process (STP); Review MAKO STP Errors and understanding how to action; Edit and upload account documentation to National Bank Independent Network (NBIN) for processing; Review NBIN systemdashboard for status of uploaded documentation and taking necessary actions; Perform quality assurance of data processed by NBIN; Monitor mailboxes and respond to incoming service inquiries within established service standards; Initiate escalation protocols as necessary to achieve timely resolution of outstanding documentation deficiencies; Keep up to date onall procedural and documentation requirement changes; Assist with handling rejected or declined new account opening requests by external processing agent (NBIN); Follow up withNBINfor accounts passed standard SLA; Assist with electronic and/or physical filing of client account documentation; Monitor MAKO dashboard, updating activity log and quality checking data flow on NBINs internal systems; File, organize, and reconcile new account forms and various documentation; Other Duties as Assigned.The ideal candidate for this position has:Previous experience in a corporate environment is an asset; Currently pursuinga degree in Finance, Business Administration, or a related field; Good written and verbal communication skills; Good working knowledge with Microsoft Office suite of applications; Ability to work well under pressure and meet required deadlines; Ability to effectively multitask in a fast-paced work environment; Effective organizational skills; Robust attention to detail; Desire to workin ateam environment and willingness to assist in other areas when needed; Positive, professional, and friendly attitude; Previous knowledgeof National Bank Independent Network back-office process and tools; Experience workingwith a Securities Brokerage firm is an asset.Salary Range: $50,000 - $55,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).Diversity and InclusionDiversity 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.#J-18808-Ljbffr

📌 Account Processing Associate - C$50,000 - C$55,000 A Year (Winnipeg)
🏢 Harbourfront Wealth
📍 Winnipeg