Operations Associate, Mailing

2 weeks ago


Vancouver, Canada Harbourfront Wealth Management Full time

**Who we are**:
Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing employee-owned firm and IIROC registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals which includes customized, back-tested portfolio construction, financial income and cash flow audits, pension style asset management, and tax & trusts solutions**. **At Harbourfront Wealth Management, our core values start with the belief that **great people make great companies. ** Our head office is in downtown Vancouver with over 20 branches across Canada.

**Career opportunity**:
**Key responsibilities**
- 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
- Assist with electronic and/or physical filing of client account documentation
- Process incoming/outgoing deliveries between branch offices and head office
- File, organize, and reconcile new account forms and various documentation
- Prepare boxes of documentation records for shipment to off-site storage
- Manage inbound and outbound mail along with the distribution of correspondences
- Facilitate mail outs of welcome packages and various communications
- Process returned mail items
- Maintain various tracking worksheets
- Assist with compliance projects and/or tasks as needed
- Other duties and projects as requested
- 2-3 years of administrative experience, securities brokerage experience preferred
- Good written and verbal communication skills
- Ability to work well under pressure and meet required deadlines
- Ability to effectively multitask in a fast-paced work environment

**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

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Employee stock purchase plan
- Extended health care
- Flextime
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care

Schedule:

- Monday to Friday



  • Vancouver, Canada SPS North America, Inc Full time

    **Come explore the Power of Possibility with a career at SPS!** We have an excellent opportunity for an experienced **Mail Shipping and Receiving Associate **to come grow with our team in **Vancouver, BC!** As a **Mail Shipping and Receiving Associate **you're focused on delivering exceptional customer service, you can expect to work in a technology...


  • Vancouver, Canada University of British Columbia Full time

    Staff - Union Job Category CUPE 116 Job Profile CUPE 116 Salaried - Truck Driver (Mail) Job Title Campus Mail Driver/Sorter Department Campus Mail | Student Housing and Community Services Compensation Range $4,131.00 - $4,332.00 CAD Monthly Posting End Date December 2, 2024 Note: Applications will be accepted until 11:59 PM on the Posting End...


  • Vancouver, British Columbia, Canada Tbwa ChiatDay Inc Full time

    Job Description:The Office Mail Services Coordinator plays a crucial role in maintaining the smooth operation of our office services team. This position involves providing exceptional customer service, managing mail and package transactions, and ensuring the overall appearance of the business service center is maintained. The ideal candidate will have...


  • Vancouver, British Columbia, Canada Tbwa ChiatDay Inc Full time

    Job Requirements:We are seeking a highly skilled and experienced Client Services Mail Support Specialist to join our team. This position requires excellent communication skills, the ability to work independently, and a strong attention to detail. The ideal candidate will have prior experience in a similar role and be able to provide exceptional customer...


  • Vancouver, British Columbia, Canada Push Operations Full time

    Company OverviewPUSH operates as a comprehensive platform, simplifying HR, payroll, time tracking, and scheduling for companies. Our primary objective is to help organizations allocate more time for their passions by reducing administrative burdens associated with people management. Our client base comprises prominent brands like Earls Restaurant, Cactus...

  • Mailroom Associate

    5 days ago


    Vancouver, British Columbia, Canada Tbwa ChiatDay Inc Full time

    Overview:The Mailroom Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper,...


  • Vancouver, Canada Computershare Full time

    **Location**: Hybrid** Vancouver - Burrard St **We give you a world of potential** Do you like to be prepared and assist in organizing others? Computershare has a great opportunity for you to provide excellent support to the Issuer Services Registry/Front Office teams as a Meeting and Mailing Administrator. Our Meeting and Mailing Administrators are...


  • North Vancouver, Canada CADMOS STATIONERY Full time

    **Work setting**: - Urban area **Tasks**: - Resolve work related problems - Co-ordinate, assign and review work - Requisition or order materials, equipment and supplies - Ensure smooth operation of computer equipment and machinery - Organize and supervise activities such as the processing of incoming and outgoing mail - Train staff/workers in job duties,...


  • Vancouver, Canada PHSA Full time

    **Porter Mail Clerk, BCCA** Mail Service Vancouver, BC The Porter/Mail Clerk, with work direction from nursing care personnel, transports patients between hospital units and other treatment and diagnostic areas within the PHSA hospitals and host hospitals. Assists in lifting and transferring patients to and from stretchers and wheelchairs. Transports...


  • Vancouver, Canada PHSA Full time

    **Porter Mail Clerk, BCCA** BC Clinical & Support Services Vancouver, BC The Porter/Mail Clerk, with work direction from nursing care personnel, transports patients between hospital units and other treatment and diagnostic areas within the PHSA hospitals and host hospitals. Assists in lifting and transferring patients to and from stretchers and...

  • Mailroom Associate

    5 days ago


    Vancouver, British Columbia, Canada Tbwa ChiatDay Inc Full time

    Job Title: Mailroom Associate/Client Services AssociateReports To: The Mailroom Associate/Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Mailroom Associate/Client Services Associate provides exceptional office and mail services, delivering operational functions in...


  • Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    Supporting Insurance OperationsWe're seeking a skilled Insurance Administrator to join our team at Nicola Wealth Management Ltd. This role involves managing administrative tasks, facilitating policy audits, supporting policy changes, and coordinating operational tasks to ensure smooth workflows. If you're organized, detail-oriented, and passionate about...


  • Vancouver, Canada PHSA Full time

    **Porter Mail Clerk, BCCA (Casual)** Mail Service Vancouver, BC The Porter/Mail Clerk, with work direction from nursing care personnel, transports patients between hospital units and other treatment and diagnostic areas within the PHSA hospitals and host hospitals. Assists in lifting and transferring patients to and from stretchers and wheelchairs....


  • Vancouver, British Columbia, Canada Tbwa ChiatDay Inc Full time

    About the Role:This is an exciting opportunity to join our team as an administrative professional. As a Client Service Associate, you will play a key role in maintaining a well-organized and efficient office environment. Your responsibilities will include managing office supplies, coordinating mailroom operations, and providing general office...


  • Vancouver, British Columbia, Canada Canada Goose Full time

    Retail Operations AssociateApply locations Vancouver, British Columbia, CAN time type Full time posted on Posted 2 Days Ago job requisition id 13787Location: Vancouver RetailAddress: Unit G031, Pacific Centre, 701W Vancouver, British Columbia V7Y 1G5 CanadaJob Title: Retail Operations AssociateCanada Goose isn't like anything else. We've built something...

  • Operations Associate

    3 weeks ago


    Vancouver, Canada CRATE & BARREL Full time

    We inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality home furnishings...


  • Vancouver, Canada Raymond James Financial Full time

    **Account Profile Associate** - 2300808 **Job Summary** This role provides support to the branches and is responsible for ensuring the clients’ profile information is accurate and readily available. **Essential Duties and Responsibilities** - Participate in the general administration of New Account openings, Account Updates to client information,...

  • Operations Associate

    3 weeks ago


    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job Description - Operations Associate (2403988)Operations Associate - 2403988At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management...

  • Operations Associate

    2 weeks ago


    Vancouver, Canada Raymond James Financial, Inc. Full time

    **Operations Associate** - 2403988 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...


  • Vancouver, Canada Raymond James Financial Full time

    **Operations Associate** - 2301403 **Job Summary** Working directly with the Raymond James (USA) Ltd. (“RJLU”) Senior Management Team, this individual will support the RJLU Private Client Group (“PCG”) business operations in Canada, acting as the primary point of contact for FINRA-registered Financial Advisors and Sales Associates who manage...