Join Harbourfront Wealth as a Portfolio Administrator in Vancouver. This hybrid role focuses on operational efficiencies, process improvements, and rich analytical insights to streamline operations.

This full-time position supports the Operations team's day-to-day initiatives, ensuring accuracy and efficiency in investment operations. The ideal candidate will thrive in fast-paced environments, possess a strong analytical background, and have experience in workflow redesign. You will play a crucial role in optimizing processes and implementing technology solutions for enhanced operational performance.

Key Responsibilities:

- Support operational initiatives of Portfolio Management and Operations teams
- Identify inefficiencies by reviewing existing workflows




- Assist with process redesign and documentation updates
- Collaborate on technology implementations and user testing
- Analyze operational data and support data-driven improvements

Requirements:

- 1-2 years in investment operations within wealth management
- Strong knowledge of investment accounts and custodial processes
- Proven experience in recommending process improvements
- Undergraduate degree in Finance, Economics, or Business
- Detail-oriented with solid problem-solving skills

Enhance operational processes and contribute your analytical skills at Harbourfront Wealth's dynamic team.

📌 Portfolio Administrator at Harbourfront Wealth (Vancouver)
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