Harbourfront Wealth Account Associate Role

Join Harbourfront Wealth's Operations Team as an Account Processing Associate, handling account documentation in a dynamic setting. This full-time position can be based in Vancouver, Winnipeg, or Burlington.
The role is focused on ensuring the timely and accurate processing of account opening and transfer requests. Candidates should be motivated, detail-oriented, and ready to collaborate within a busy financial services environment. Strong communication skills and experience with NBIN processes will be beneficial.
Key Responsibilities:
• Update MAKO & DocuSign dashboards
• Monitor and resolve MAKO STP errors
• Upload documentation to National Bank Independent Network
• Ensure quality assurance of processed data
• Manage incoming service inquiries and escalations
Requirements:
• Previous experience in corporate finance preferred
• Degree in Finance, Business Administration, or related field
• Excellent communication skills, both written and verbal
• A...