Talent.com
Harbourfront Wealth Management
Account Processing AssociateHarbourfront Wealth Management • Toronto, Ontario, Canada
Account Processing Associate

Account Processing Associate

Harbourfront Wealth Management • Toronto, Ontario, Canada
30+ days ago
Salary
CA$50,000.00 yearly
Job type
  • Full-time
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 $16 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. 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.
Create a job alert for this search

Account Processing Associate • Toronto, Ontario, Canada

Similar jobs

Account Associate, Insurance - C$55,000 - C$65,000 A Year

PlatformNorth York, Canada
Full-time

Account Associate supports Account Managers/Directors in insurance.Responsibilities include invoicing, receivables, client requests, and document preparation.Requires RIBO Level 1 License (or worki... Show more

 • Promoted

JPMorgan Valuation Services Associate Position

TwinThreadToronto, ON, CA
Full-time

Take your expertise to JPMorgan as an Associate in Valuation Services.This hybrid role focuses on delivering accurate asset pricing and utilizing analytical skills in a collaborative environment.As... Show more

 • Promoted

Remote Associate Account Executive – SMB SaaS Growth

Lillio (formerly HiMama)Toronto, ON, CA
Remote
Full-time

A progressive EdTech company in Canada is seeking an Associate Account Executive to join their results-driven Sales team.This role offers a chance to accelerate your sales career while contributing... Show more

 • Promoted

Associate, Account Transfers

Canaccord Genuity Group Inc.Toronto, ON, CA
Permanent

Canaccord Genuity (CG) is a leading independent full‑service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.CG ... Show more

 • Promoted

Toronto Processing Representative - Contract Role

Fidelity InternationalToronto, ON, CA
Full-time

Shape your future at Fidelity Canada as a Processing Representative, with a contract extending to May 31, 2027.Located in Toronto, this role emphasizes account management and client service.The Pro... Show more

 • Promoted

Client Consultant - Senior Associate - (Payments Acquiring product experience)

JPMorganChaseToronto, ON, CA
Full-time

Be the Go-To Expert: Become a trusted advisor on Chase's product solutions for Small and Mid-Market Businesses, staying ahead of client needs and industry trends.Solve Real Problems: Identify and r... Show more

 • Promoted

Payment Processing Associate - 18-month Contract

Hyundai CapitalToronto
Full-time +1

Job Description - Payment Processing Associate - 18-month Contract (260000K0).Payment Processing Associate - 18-month Contract - ( 260000K0 ).Hyundai Capital Canada (HCCA) is the Canadian captive f... Show more

 • Promoted

Associate Director, Group Pricing - C$95,000 - C$145,000 A Year

RBC InsuranceNorth York, Canada
Full-time

Seeking an Associate Director for Group Pricing to support the growth of RBC Insurance's Group Benefits line of business by reviewing rates, methodologies, and supporting partners.Acts as a sub... Show more

 • Promoted

Hybrid Client Service Associate Role

WeareotherToronto, ON, CA
Full-time

Excel as a Client Service Associate with Other.This role centers on diligent account management and communication skills to navigate advertising campaigns successfully.Seeking candidates who embody... Show more

 • Promoted

Financial Client Advocate Bilingual Associate

WealthsimpleToronto, ON, CA
Full-time

Become a Financial Client Advocate at Wealthsimple, based in Toronto, Ontario, with a hybrid working model.This role demands fluency in French and English while simplifying financial narratives for... Show more

 • Promoted

Join Canaccord Genuity as Associate

Canaccord Genuity Group Inc.Toronto
Full-time

Step into an Associate role focusing on Account Transfers at Canaccord Genuity, available in Vancouver or Toronto.This full-time position is designed for talented individuals who excel in customer ... Show more

 • Promoted

Associate Pricing Actuary - C$74,000 - C$92,000 A Year

Swiss ReToronto, Canada
Full-time

Actuary needed to develop pricing strategies for financial products, collaborate with underwriting teams, enhance rating models, and provide portfolio steering insights.Requires actuarial qualifica... Show more

 • Promoted

Bilingual Accounting Associate

BlueSky Personnel SolutionsMarkham, York Region, CA
Full-time

Our client located in Markham is seeking a Bilingual Accounting Associate to join their collaborative and fast-paced team.This is a fantastic opportunity to take your accounting skills to the next ... Show more

 • Promoted

BGBx Associate Account Executive

BGB GroupToronto, ON, CA
Full-time

Make a difference at BGBx as an Associate Account Executive, dedicated to managing client communications and delivering marketing projects focused on the healthcare industry.This role is perfect fo... Show more

 • Promoted

Wealthsimple Bilingual Customer Experience Associate

Portage Ventures GP Inc.Toronto, ON, CA
Full-time

Become a Bilingual Customer Experience Associate at Wealthsimple in Toronto, where you will support clients in achieving financial freedom.Your role is key to simplifying complex financial topics i... Show more

 • Promoted

Join proSapient as Associate

proSapientToronto, ON, CA
Full-time

Explore a dynamic career as a Client Services Associate at proSapient in Toronto.This hybrid role uniquely combines client engagement, expert sourcing, and project management.As an Associate at pro... Show more

 • Promoted

Associate Pricing Actuary, Finpro Pi (Hybrid) - C$74,000 - C$92,000 A Year

NACBAEast York, Canada
Full-time

Actuary needed to develop pricing strategies and profitability analysis for financial products.Hybrid role with actuarial qualification pursuit and programming skills required. Show more

 • Promoted

Associate Account Executive

The Travelers Indemnity CompanyToronto
Full-time

Solid reputation, passionate people and endless opportunities.Our superior financial strength and consistent record of strong operating returns mean security for our customers – and opportunities f... Show more

 • Promoted

Associate Account Executive

BGB GroupToronto, ON, CA
Full-time

At BGBx, we’re driven by a simple idea: breakthrough thinking creates breakthrough impact.As an independent commercial solutions partner to pharmaceutical and life science companies, we bring toget... Show more

 • Promoted

Asset Management - Client Account Manager - Associate

AumniToronto, ON, CA
Full-time

Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!.As a Client Accou... Show more