Join Harbourfront Wealth as a Portfolio Administrator in Vancouver. This hybrid role focuses on operational efficiencies, process improvements, and rich analytical insights to streamline operations.

This full-time position supports the Operations team’s day-to-day initiatives, ensuring accuracy and efficiency in investment operations. The ideal candidate will thrive in fast-paced environments, possess a strong analytical background, and have experience in workflow redesign. You will play a crucial role in optimizing processes and implementing technology solutions for enhanced operational performance.

Key Responsibilities:
• Support operational initiatives of Portfolio Management and Operations teams
• Identify inefficiencies by reviewing existing workflows
• Assist with process redesign and documentation updates




• Collaborate on technology implementations and user testing
• Analyze operational data and support data-driven improvements

Requirements:
• 1-2 years in investment operations within wealth management
• Solid knowledge of investment accounts and custodial processes
• Proven experience in recommending process improvements
• Undergraduate degree in Finance, Economics, or Business
• Detail-oriented with strong problem-solving skills

Enhance operational processes and contribute your analytical skills at Harbourfront Wealth's dynamic team.
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📌 Portfolio Administrator at Harbourfront Wealth (British Columbia)
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