Actively engage with Harbourfront Wealth as a Portfolio Administrator in a hybrid role based in Vancouver. This position is vital for enhancing operational workflows and supporting investment processes.

As a pivotal member of the Operations team, you will handle day-to-day tasks crucial to Portfolio Management. You'll analyze current processes for improvement opportunities and contribute to significant operational enhancements. Candidates should exhibit robust attention to detail and a keen analytical acumen.

Key Responsibilities:
• Support operational activities for the Portfolio Management team
• Identify process bottlenecks and opportunities for enhancement
• Oversee the documentation of updated workflows




• Assist in implementing improvements for efficiency
• Collaborate with markets and systems for reporting enhancements

Requirements:
• 1-2 years in wealth management operations
• Familiarity with investment accounts and custodial processes
• Proven experience in process redesign
• Skilled in Excel and familiar with automation tools
• Relevant undergraduate degree in Finance or Business

Contribute to operational excellence at Harbourfront Wealth through your expertise in investment processes and analytical skills.
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📌 Harbourfront Wealth Portfolio Administrator (British Columbia)
🏢 Harbourfront Wealth Management
📍 British Columbia