Use analytical skills and process improvement expertise as a Portfolio Administrator with Harbourfront Wealth in hybrid Vancouver operations.
Harbourfront Wealth Council seeks a permanent, full time Portfolio Administrator for its Operations team. Reporting to the Operations Manager, you will support operational initiatives, review workflows, and help implement improvements. The position involves account administration, trading, transfers, reconciliations, and systems implementation support.
Key Responsibilities: Support Portfolio Management and Operations teams with daily initiatives
Review workflows for inefficiencies, bottlenecks, and improvement opportunities
Document redesigned procedures, processes, controls, and system changes
Support user testing, process mapping, and team adoption




Analyze operational data and support data-driven recommendations
Requirements: One to two years investment operations experience in wealth management
Understanding of onboarding, accounts, custodial processes, trading, and transfers
Experience supporting workflow redesign and process improvements
Excel and automation experience; coding considered an asset
Undergraduate degree in Finance, Economics, Business, or related field
Bring detail, organization, and analytical problem-solving to portfolio administration and operational improvement at Harbourfront Wealth.

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📌 Portfolio Operations Administrator Vancouver (British Columbia)
🏢 Aviso Wealth
📍 British Columbia