At a Glance
- Tasks: Support daily operations, onboarding, trading, and transfers in wealth management.
- Company: Join Harbourfront Wealth, a leader in innovative financial solutions.
- Benefits: Enjoy a hybrid work model, competitive salary, and growth opportunities.
- Other info: Opportunity to work with advanced systems like NDESK and Salesforce.
- Why this job: Make an impact in wealth management while enhancing your skills in a dynamic environment.
- Qualifications: 1-2 years in investment operations and strong Excel skills required.
The predicted salary is between 87750 - 107250 $ per year.
Harbourfront Wealth is seeking a permanent, full-time Portfolio Administrator to join its Operations team in Vancouver.
This hybrid role supports daily operational processes, onboarding, trading, transfers, and custodial activities, while driving efficiency through data-driven insights.
Ideal candidates have 1–2 years in investment operations within wealth management, strong Excel skills, and an aptitude for process improvement; knowledge of systems like NDESK, MAKO, and Salesforce is a plus.
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Wealth Management Operations Analyst – Hybrid in Vancouver employer: Dimensional Fund Advisors
Harbourfront Wealth is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Vancouver. Employees benefit from a hybrid work model, competitive compensation, and ample opportunities for professional growth within the wealth management sector. With a focus on efficiency and data-driven insights, team members are empowered to make meaningful contributions while enjoying a supportive environment that values their expertise.
