Onsite Operations & Onboarding Lead – Wealth Mgmt

amazon web services canada; Vancouver; On-site; CAD 45,000 - 55,000; Full time

Job summary

Harbourfront Wealth is seeking an Operations Administrator to join the Vancouver, BC Operations Team. The role focuses on accurately processing account opening and transfer documentation in a timely manner, with a strict 100% in-office requirement.

You will report to the Senior Manager, Operations and build strong relationships while delivering high-quality customer service. Key duties include managing the Welcome Letter and NBIN-related processes, monitoring mailboxes, reviewing address and

Qualifications

• Pursuing a degree in Finance, Business Administration, or related field.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office applications.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Process account opening and transfer documentation accurately.
• Manage Welcome Letter process and electronic/physical handling.
• Monitor mailboxes and respond to inquiries within service standards.
• Approve Address and Banking updates and manage related documentation.
• Coordinate NBIN reports and follow up on missing or expired documents.
• Assist with filing and organization of client account documents.
• Support with processing on external NBIN agents and SLA follow-ups.
• Collaborate with team and other areas as needed.

Skills

MS Office

Communication

Organizational skills

Multitasking

Attention to detail

Teamwork

Time management

Education

Finance

Business Administration

Related field (pursuing degree)

Tools

NBIN back-office system

Job description

Harbourfront Wealth is seeking an Operations Administrator to join the Vancouver, BC Operations Team. The role focuses on accurately processing account opening and transfer documentation in a timely manner, with a strict 100% in-office requirement.

You will report to the Senior Manager, Operations and build strong relationships while delivering high-quality customer service. Key duties include managing the Welcome Letter and NBIN-related processes, monitoring mailboxes, reviewing address and