Who we are

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a rapid-growing wealth management firm with over $22 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S.

Registered Investment

Advisor (RIA) and insurance company.

At Harbourfront

Wealth, our core values start with the belief that great people make great companies.

Career opportunity

We currently have a full-time opportunity for an Account Processing Associate to join our Operations Team on a 12 – 18-month contract. The successful candidate will be responsible for accurately processing account opening & transfer documentation in a timely manner. This role has flexibility on location out of Vancouver, BC, Winnipeg, MB, or Burlington, 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 system dashboard 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 on all procedural and documentation requirement changes;

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;

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;

📌 Account Processing Associate (Contract) (Winnipeg)
🏢 Harbourfront Wealth Management
📍 Winnipeg