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:

- Good 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 (Canada)
🏢 Harbourfront Wealth Management
📍 Canada