Portfolio Administrator at Harbourfront Wealth (Vancouver)

Portfolio Administrator at Harbourfront Wealth (Vancouver)

18 Oct
|
EBC
|
Vancouver

18 Oct

EBC

Vancouver

Enhance operational efficiency with Harbourfront Wealth as a Portfolio Administrator in Vancouver. This hybrid role focuses on supporting the Operations team and improving workflows through analysis and collaboration. As part of the Operations team, you'll join Harbourfront Wealth to help streamline daily processes.

Your responsibilities will include identifying inefficiencies, supporting technology implementations, and collaborating with stakeholders. Strong analytical skills and attention to detail are key to succeeding in this fast-growing investment operations workplace. Key Responsibilities:

- Support daily operational initiatives for Portfolio Management
- Review workflows and identify process improvements
- Assist in redesigning and documenting procedures
- Collaborate on technology systems implementations
- Analyze operational data to provide insights Requirements:
- 1-2 years in investment operations
- Strong understanding of custodial processes and trading
- Experience with workflow redesign and automation
- Proficiency in Excel; coding is a plus
- Undergraduate degree in Finance or related fields Join Harbourfront Wealth and help drive operational excellence in the finance sector.

📌 Portfolio Administrator at Harbourfront Wealth (Vancouver)
🏢 EBC
📍 Vancouver

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