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 chance 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 current 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.
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📌 Wealth Operations Account Associate Toronto
🏢 Harbourfront Wealth Management
📍 Toronto