Process wealth management account documentation with accuracy and solid attention to detail from Vancouver, Winnipeg, or Burlington. Full-time flexibility supports three locations.
Harbourfront Wealth seeks an Account Processing Associate for its Operations Team, reporting to the Senior Manager, Operations. The work centers on account openings, transfers, MAKO, DocuSign, NBIN, and responsive client service. Candidates should bring Microsoft Office knowledge, organization, and communication skills.
Key Responsibilities: Monitor MAKO and DocuSign dashboards and update activity logs
Review MAKO STP errors and determine necessary actions
Edit and upload documentation to NBIN for processing
Perform quality assurance on NBIN-processed data




Respond to service inquiries within established service standards
Requirements: Currently pursuing Finance, Business Administration, or related degree
Strong written and verbal communication skills
Working knowledge of Microsoft Office applications
Effective organization and strong attention to detail
Ability to multitask, meet deadlines, and work under pressure
Apply account processing, documentation, and customer service skills within Harbourfront Wealth’s Operations Team across three locations.

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📌 Account Opening Processing Associate (Ontario)
🏢 Harbourfront Wealth Management
📍 Ontario