Support end-to-end trade processing at Nicola Wealth through accurate data entry, analytical review, and timely investment administration. This role is based within the Portfolio Administration team.

The Portfolio Administrator provides back-office support for investment products throughout trade processing. You will monitor portfolio recommendations, input trades, and help ensure accurate execution and settlement. Robust attention to detail, mathematical ability, and collaboration support operational excellence and exceptional client service.

Key Responsibilities:
Monitor custom programs for current Portfolio Management recommendations
Input trades into trade ticket systems accurately
Review recommendations for timely execution and settlement




Identify issues and support corrective actions
Update documents and collaborate on ongoing projects

Requirements:
Post-secondary education or related finance experience
Two years of financial services back-office experience
High accuracy and strong attention to detail
Analytical and mathematical ability
Robust communication, organization, and time management skills

Apply portfolio administration expertise, trade processing accuracy, and analytical judgment to support Nicola Wealth’s investment operations.

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📌 Portfolio Administrator Trade Processing Vancouver
🏢 Nicola Wealth
📍 Vancouver