Portfolio Administrator at Harbourfront Wealth

Become a vital part of Harbourfront Wealth's Operations team as a Portfolio Administrator. This hybrid role in Vancouver focuses on enhancing operational efficiency and supporting financial processes.

In this permanent, full-time position, you'll report to the Operations Manager.

Your role will involve supporting day-to-day initiatives, improving workflows, and implementing solutions that drive accuracy and consistency. With strong analytical skills and a detail-oriented approach, your contribution will be crucial to the team's success.

Key Responsibilities:

• Support daily operational tasks for Portfolio Management

• Identify inefficiencies in existing workflows

• Assist with process redesign and documentation

• Implement operational improvements across the business

• Collaborate on technology and systems implementations

Requirements:

• 1-2 years in investment operations within wealth management

• Understanding of investment account processes

• Experience in workflow redesign and process improvements

• Strong analytical skills and attention to detail

• Undergraduate degree in Finance or related field

Effectively contribute to operational excellence by leveraging your skills in financial services at Harbourfront Wealth.