Account Processing Associate (Contract)

Harbourfront Wealth Management; Vancouver, Winnipeg, Burlington; On-site; CAD 42,000 - 60,000; Full time

Job summary

Harbourfront Wealth is seeking an Account Processing Associate to join our Operations Team on a 12–18 month contract. You will accurately process account opening and transfer documentation in a timely manner, with flexible location options in Vancouver, BC, Winnipeg, MB, or Burlington, ON.

The role emphasizes building strong relationships and delivering high-quality customer service, using MAKO, DocuSign, NBIN, and related dashboards to ensure compliant, smooth processing.

Qualifications

• Experience processing account opening and transfer documents.
• Strong data accuracy and quality assurance.
• Excellent organizational and time-management skills.
• Ability to navigate multiple systems (MAKO, DocuSign, NBIN).

Responsibilities

• Monitor MAKO & DocuSign dashboards and update the activity log.
• Review MAKO STP and address errors.
• Edit and upload account documentation to NBIN for processing.
• Check NBIN dashboard for status and take necessary actions.
• Perform QA of data processed by NBIN.
• Respond to service inquiries within established standards.
• Escalate documentation deficiencies when needed.
• Stay updated on procedural/documentation changes.
• Assist with handling rejected/new account requests by external processors.
• Follow up with NBIN to ensure SLA compliance.
• Help file and organize client account documents.
• Maintain MAKO dashboard and data flow quality.

Skills

Attention to detail

Data entry

Customer service

Documentation

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;