Account Processing Associate

Harbourfront Wealth Group; Burlington; On-site; CAD 50,000 - 55,000; Full time

Job summary

Harbourfront Wealth Group in Canada is seeking an Account Processing Associate on a 12–18 month contract. The role focuses on accurately processing account opening and transfer documentation, reporting to the Senior Manager, Operations, with location flexibility across Vancouver, Winnipeg or Burlington.

You'll monitor MAKO and DocuSign dashboards, perform QA on NBIN data, upload documents, handle inquiries, and ensure timely resolutions.

Qualifications

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

Responsibilities

• Monitor MAKO & DocuSign dashboard and update activity log.
• Review MAKO STP errors and action accordingly.
• Edit and upload account documents to NBIN for processing.
• Monitor NBIN dashboard status of uploaded documentation.
• Perform quality assurance of NBIN data.
• Respond to service inquiries within established standards.
• Escalate issues to ensure timely resolution.
• Stay updated on procedural/document changes.
• Assist with rejected/new account openings with NBIN.
• Follow up with NBIN to ensure SLA compliance.
• File and reconcile new account forms and related documents.

Skills

Communication skills

Microsoft Office

Attention to detail

Time management

Multitasking

Team player

Organizational skills

Work under pressure

Education

Finance degree in progress

Business Administration degree in progress

Tools

MAKO

DocuSign

NBIN

Job description

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.
Career opportunity:
We currently have a full-time opportunity for an Account Processing Associate to join our Operations Team on a 12 – 18-month contract. The successful candidate will be responsible for accurately processing account opening & transfer documentation in a timely manner. This role has flexibility on location out of Vancouver, BC, Winnipeg, MB, or Burlington, ON. We are looking for a highly motivated, high performing, results driven candidate who will report to the Senior Manager, Operations. This highly motivated candidate must take personal responsibility for building solid relationships and must have a passion for providing high quality customer service.
You will be responsible for:

• Monitor MAKO & 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 National Bank Independent Network (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.

The ideal candidate for this position has:

• Previous experience in a corporate environment 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.

Salary Range: $50,000 - $55,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).
Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.