Portfolio Administrator at Harbourfront Wealth (British Columbia)

Portfolio Administrator at Harbourfront Wealth (British Columbia)

19 Oct
|
Match Point Solutions
|
British Columbia

19 Oct

Match Point Solutions

British Columbia

Become a vital part of Harbourfront Wealth's Operations team as a Portfolio Administrator. This hybrid role in Vancouver focuses on enhancing operational efficiency and supporting financial processes.

In this permanent, full-time position, you'll report to the Operations Manager. Your role will involve supporting day-to-day initiatives, improving workflows, and implementing solutions that drive accuracy and consistency. With strong analytical skills and a detail-oriented approach, your contribution will be crucial to the team's success.

Key Responsibilities:
• Support daily operational tasks for Portfolio Management
• Identify inefficiencies in existing workflows
• Assist with process redesign and documentation




• Implement operational improvements across the business
• Collaborate on technology and systems implementations

Requirements:
• 1-2 years in investment operations within wealth management
• Understanding of investment account processes
• Experience in workflow redesign and process improvements
• Robust analytical skills and attention to detail
• Undergraduate degree in Finance or related field

Effectively contribute to operational excellence by leveraging your skills in financial services at Harbourfront Wealth.
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📌 Portfolio Administrator at Harbourfront Wealth (British Columbia)
🏢 Match Point Solutions
📍 British Columbia

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