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. Solid 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:
Valuable 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