Portfolio Administrator at Harbourfront Wealth (Vancouver)

Portfolio Administrator at Harbourfront Wealth (Vancouver)

21 Oct
|
Match Point Solutions
|
Vancouver

21 Oct

Match Point Solutions

Vancouver

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 robust 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
- Strong 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.

📌 Portfolio Administrator at Harbourfront Wealth (Vancouver)
🏢 Match Point Solutions
📍 Vancouver

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