Apply robust attention to detail and analytical skills within Nicola Wealth’s Portfolio Administration team. Support trade recommendations, documentation, and investment operations.

This Portfolio Administrator position supports operational excellence through accurate and timely back-office work. You will monitor custom programs, maintain recommendation records, identify operational issues, and contribute to process improvements. The role also involves collaboration with Planning and Project teams, compliance support, and adapting to changing business priorities while maintaining skilled communication.

Key Responsibilities:
Monitor daily programs for new trade recommendations
Input and review investment trades for accuracy
Maintain Portfolio Management recommendation documentation




Identify issues and assist with corrective actions
Seek process improvement opportunities and support assigned duties

Requirements:
Post-secondary education or related investment administration experience
At least two years in financial services back-office work
Accurate data entry and detailed work habits
Analytical, mathematical, and communication abilities
Qualified maturity and ability to manage multiple tasks

Strengthen Nicola Wealth’s trade support operations with accurate administration, process awareness, and dependable analytical collaboration.

📌 Portfolio Operations Analyst Trade Support Vancouver (Canada)
🏢 Nicola Wealth
📍 Canada