Account Onboarding & Operations Specialist, Vancouver

databricks; Vancouver; Presencial; CAD 45 000 - 55 000; Tempo integral

Resumo da oferta

Harbourfront Wealth in Vancouver, BC is seeking an Operations Administrator for our in-office Operations Team. The role focuses on accurately processing account opening and transfer documentation and acting as a gatekeeper for essential paper and electronic processes.

You will interact with branches and NBIN to ensure timely, compliant processing. The ideal candidate is pursuing a Finance or Business Administration degree, has strong communication skills, and thrives in a collaborative,

Qualificações

• Pursuing a degree in Finance or Business Administration or related field.
• Experience in a corporate environment is an asset.
• Proficient in Microsoft Office applications.
• Strong written and verbal communication skills.

Responsabilidades

• Process account opening and transfer documentation accurately and timely.
• Act as gatekeeper for Welcome Letter and Returned Mail processes, including tracking and communications.
• Monitor mailboxes and respond to service inquiries within set standards.
• Review and approve Address and Banking updates.
• Maintain up-to-date knowledge of procedural and documentation changes.
• Coordinate NBIN reports and follow up on missing or expired documents.
• Assist with filing and organizing client account paperwork.
• Support other areas as needed and work collaboratively with the team.

Conhecimentos

Communication skills

Microsoft Office

Attention to detail

Team player

Formação académica

Finance or Business Administration degree (in progress)

Ferramentas

NBIN back-office tools

Descrição da oferta de emprego

Harbourfront Wealth in Vancouver, BC is seeking an Operations Administrator for our in-office Operations Team. The role focuses on accurately processing account opening and transfer documentation and acting as a gatekeeper for essential paper and electronic processes.

You will interact with branches and NBIN to ensure timely, compliant processing. The ideal candidate is pursuing a Finance or Business Administration degree, has strong communication skills, and thrives in a collaborative,