Support systems implementation, automation, and account administration as a Portfolio Administrator in Harbourfront Wealth’s hybrid Vancouver office.

Harbourfront Wealth Council is hiring a permanent, full-time Portfolio Administrator for Operations. Reporting to the Operations Manager, you will assist with technology implementations, process mapping, documentation, and adoption. You will also work across NDESK, MAKO, Salesforce, Custodian platforms, Excel, and coding solutions.

Key Responsibilities:

- Assist technology and systems implementations through user testing
- Map processes and document updated operational workflows
- Support onboarding, account administration, trading, and transfers
- Identify manual tasks suitable for automation and reporting improvements




- Maintain accurate controls, procedures, and system change documentation

Requirements:

- One to two years’ investment operations experience within wealth management
- Demonstrated experience working with operational systems and implementations
- Experience with Excel and automation tools
- Coding experience considered an asset
- Robust attention to detail, organization, and problem-solving skills

Apply systems knowledge, automation experience, and careful documentation to strengthen investment operations at Harbourfront Wealth.

📌 Investment Operations Systems Administrator (Vancouver)
🏢 Aviso Wealth
📍 Vancouver