Harbourfront Wealth Portfolio Administrator (North Vancouver)

Harbourfront Wealth Portfolio Administrator (North Vancouver)

17 Oct
|
Aviso
|
North Vancouver

17 Oct

Aviso

North Vancouver

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 solid attention to detail and a keen analytical acumen.Key Responsibilities:Support operational activities for the Portfolio Management teamIdentify process bottlenecks and opportunities for enhancementOversee the documentation of updated workflowsAssist in implementing improvements for efficiencyCollaborate with markets and systems for reporting enhancementsRequirements:1-2 years in wealth management operationsFamiliarity with investment accounts and custodial processesProven experience in process redesignSkilled in Excel and familiar with automation toolsRelevant undergraduate degree in Finance or BusinessContribute to operational excellence at Harbourfront Wealth through your expertise in investment processes and analytical skills.

📌 Harbourfront Wealth Portfolio Administrator (North Vancouver)
🏢 Aviso
📍 North Vancouver

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