Account Operations Specialist – Onboarding & Processing

Harbourfront Wealth Management; Vancouver; On-site; CAD 50,000 - 55,000; Full time

Job summary

Harbourfront Wealth Management in Vancouver, BC (with eligible locations in Winnipeg, MB or Burlington, ON) is seeking a full-time Account Processing Associate to join our Operations Team. You will accurately process account opening and transfer documentation in a timely manner while delivering high-quality client service.

Reporting to the Senior Manager, Operations, you will monitor MAKO and DocuSign dashboards, upload documentation to NBIN, perform QA on NBIN data, and help resolve any

Qualifications

• Previous corporate environment experience is an asset.
• Currently pursuing a degree in Finance, Business Administration, or a related field.
• Good written and verbal communication skills.
• Good working knowledge with Microsoft Office suite of applications.
• Ability to work well under pressure and meet required deadlines.
• Ability to effectively multitask in a fast-paced work environment.
• Effective organizational skills.
• Strong attention to detail.
• Desire to work in a team environment and willingness to assist in other areas when needed.
• Positive, professional, and friendly attitude.
• Previous knowledge of National Bank Independent Network back-office process and tools.
• Experience working with a Securities Brokerage firm is an asset.

Responsibilities

• Monitor MAKO and DocuSign dashboard, updating activity log, uploading any ad hoc forms.
• Monitoring MAKO straight through process (STP).
• Review MAKO STP Errors and understanding how to action.
• Edit and upload account documentation to NBIN for processing.
• Review NBIN system dashboard for status of uploaded documentation and taking necessary actions.
• Perform quality assurance of data processed by NBIN.
• Monitor mailboxes and respond to incoming service inquiries within established service standards.
• Initiate escalation protocols as necessary to achieve timely resolution of outstanding documentation deficiencies.
• Keep up to date on all procedural and documentation requirement changes.
• Assist with handling rejected or declined new account opening requests by external processing agent (NBIN).
• Follow up with NBIN for accounts passed standard SLA.
• Assist with electronic and/or physical filing of client account documentation.
• Monitor MAKO dashboard, updating activity log and quality checking data flow on NBINs internal systems.
• File, organize, and reconcile new account forms and various documentation.
• Other Duties as Assigned.

Skills

Communication skills

MS Office

Multitasking

Organizational skills

Attention to detail

Team player

Positive attitude

Brokerage knowledge

Corporate environment experience

Pressure management

Education

Pursuing degree in Finance or Business Administration

Tools

MAKO

DocuSign

NBIN

Job description

Harbourfront Wealth Management in Vancouver, BC (with eligible locations in Winnipeg, MB or Burlington, ON) is seeking a full-time Account Processing Associate to join our Operations Team. You will accurately process account opening and transfer documentation in a timely manner while delivering high-quality client service.

Reporting to the Senior Manager, Operations, you will monitor MAKO and DocuSign dashboards, upload documentation to NBIN, perform QA on NBIN data, and help resolve any