HA
Account Processing Associate
Vancouver, Greater Vancouver
On-site
Full-time
No salary posted3 weeks agoJob Overview
Job Description 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 compani…
What you'll do
- Process account-related transactions and requests
- Maintain accurate records and documentation
- Support account servicing operations
- Assist with administrative tasks
- Ensure compliance with company policies and procedures
What you'll need
- High school diploma or equivalent
- Ability to work with financial data
- Strong organizational skills
- Attention to detail
- Ability to meet deadlines
About the Company
HA