At a Glance
- Tasks: Support operations and improve workflows in a dynamic finance environment.
- Company: Join Harbourfront Wealth, a leader in wealth management with a collaborative culture.
- Benefits: Enjoy a competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Be part of a team that values detail, organization, and analytical skills.
- Why this job: Make a real impact by enhancing operational efficiency and supporting portfolio management.
- Qualifications: 1-2 years in investment operations and a degree in Finance or related field.
The predicted salary is between 49500 - 60500 $ per year.
Use analytical skills and process improvement expertise as a Portfolio Administrator with Harbourfront Wealth in hybrid Vancouver operations. Harbourfront Wealth Council seeks a permanent, full-time Portfolio Administrator for its Operations team. Reporting to the Operations Manager, you will support operational initiatives, review workflows, and help implement improvements. The position involves account administration, trading, transfers, reconciliations, and systems implementation support.
Key Responsibilities:
- Support Portfolio Management and Operations teams with daily initiatives
- Review workflows for inefficiencies, bottlenecks, and improvement opportunities
- Document redesigned procedures, processes, controls, and system changes
- Support user testing, process mapping, and team adoption
- Analyze operational data and support data-driven recommendations
Requirements:
- One to two years investment operations experience in wealth management
- Understanding of onboarding, accounts, custodial processes, trading, and transfers
- Experience supporting workflow redesign and process improvements
- Excel and automation experience; coding considered an asset
- Undergraduate degree in Finance, Economics, Business, or related field
- Bring detail, organization, and analytical problem-solving to portfolio administration and operational improvement at Harbourfront Wealth.
Portfolio Operations Administrator – Vancouver employer: Aviso Wealth
La Caisse populaire Alliance est un employeur de choix, offrant un environnement de travail collaboratif et dynamique où le leadership et l'expertise sont valorisés. Avec des opportunités de croissance professionnelle et un engagement envers le développement des employés, vous aurez la chance de contribuer à des stratégies innovantes tout en bénéficiant d'une culture d'entreprise axée sur le bien-être et la réussite collective. Située dans une région propice à l'épanouissement personnel et professionnel, cette position vous permettra de faire une réelle différence dans la gestion des avoirs de nos membres.
