Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.
Registered Investment Advisor (RIA) and insurance company. Harbourfront Wealth Council is seeking a permanent, full time Portfolio Administrator to join its Operations team. Reporting to the Operations Manager, the successful candidate will support daily operational processes, identify opportunities for improvement, and help implement solutions that enhance efficiency, accuracy, and consistency across the business. Supporting the implementation of operational improvements that enhance efficiency, accuracy, and consistency. Assisting with technology and systems implementations, including user testing, process mapping, documentation, and team adoption. Using analytical skills to review operational data, identify trends, and support data-driven recommendations. Working with systems such as NDESK and MAKO, Salesforce and other Custodian platforms to support onboarding, account administration, trading, transfers, and custodial processes.



Identifying opportunities to automate manual tasks and improve operational reporting using tools such as Excel and coding solutions. Supporting account onboarding, investment account administration, trade processing, transfers, and related operational activities. Assisting with reconciliations, data reviews, and quality checks to ensure information is accurate and complete. Maintaining clear documentation of processes, controls, system changes, and operational procedures. Strong understanding of account onboarding, investment accounts, custodial processes, trading, and transfers. ~ Experience identifying process improvements and supporting workflow redesign. ~ Demonstrated ability to work with operational systems and participate in system implementations. ~ Experience with Excel and automation. Coding experience would be considered an asset. ~ Undergraduate degree in Finance, Economics, Business, or a related field Diversity and Inclusion Diversity is an important value to us. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief. #

📌 Estates Administrator, Temporary (Canada)
🏢 Aviso Wealth
📍 Canada