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.