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