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.