Support Harbourfront Wealth’s $16 billion wealth management platform through account processing, NBIN documentation, and quality assurance. Work full-time across three stated locations.

This Operations Team prospect focuses on accurate account opening and transfer documentation. The Account Processing Associate reports to the Senior Manager, Operations, while monitoring workflows, resolving documentation deficiencies, and supporting service inquiries. Success requires organization, detail orientation, and dependable communication.

Key Responsibilities:

- Monitor NBIN dashboards and act on documentation statuses
- Quality-check data processed through NBIN systems
- Escalate outstanding documentation deficiencies for timely resolution




- Follow up on accounts exceeding standard NBIN service levels
- File, organize, and reconcile new account documentation

Requirements:

- Degree studies in Finance, Business Administration, or related discipline
- Previous corporate experience considered an asset
- Previous NBIN back-office process knowledge considered an asset
- Securities brokerage firm experience considered an asset
- Positive, professional, and friendly attitude

Bring careful documentation control, NBIN workflow knowledge, and organized service support to Harbourfront Wealth’s Operations Team.

📌 Wealth Operations Account Associate (Canada)
🏢 Harbourfront Wealth Management
📍 Canada