Build financial services operations expertise by managing account forms, transfers, and digital workflows. Choose full-time work from Vancouver, Winnipeg, or Burlington.

Harbourfront Wealth is hiring an Account Processing Associate to support timely, accurate documentation processing. The role includes MAKO straight-through processing, DocuSign activity, NBIN uploads, rejected requests, and mailbox inquiries. Strong multitasking, deadlines, and customer service focus are central.

Key Responsibilities:

- Monitor MAKO straight-through processing and dashboard activity
- Upload ad hoc forms and account documentation
- Assist with rejected or declined account opening requests
- Monitor mailboxes and answer incoming service inquiries
- Assist with electronic and physical client-file organization

Requirements:

- Positive written and verbal communication abilities
- Strong attention to detail during documentation review
- Effective organizational skills for forms and records
- Ability to multitask and meet required deadlines
- Willingness to assist in other areas when needed

Use documentation accuracy, workflow monitoring, and responsive communication to support Harbourfront Wealth's account processing operations.

📌 Financial Services Documentation Associate (Toronto)
🏢 Harbourfront Wealth Management
📍 Toronto