Associate - Wealth Management (Global Client Group)

Dimensional Fund Advisors; Vancouver; On-site; CAD 60,000 - 70,000; Full time

Job summary

Harbourfront Wealth is seeking a permanent, full-time Portfolio Administrator to join its Operations team in Vancouver. This hybrid role supports daily operational processes, onboarding, trading, transfers, and custodial activities, while driving efficiency through data-driven insights.

Ideal candidates have 1–2 years in investment operations within wealth management, strong Excel skills, and an aptitude for process improvement; knowledge of systems like NDESK, MAKO, and Salesforce is a plus.

Qualifications

• 1–2 years of experience in investment operations within wealth management.
• Strong understanding of onboarding, custodial processes, trading and transfers.
• Experience identifying process improvements and supporting workflow redesign.
• Experience with Excel and automation; coding knowledge is a plus.

Responsibilities

• Support Portfolio Management and Operations with day-to-day initiatives.
• Review workflows to identify inefficiencies and opportunities for improvement.
• Document updated procedures and workflows for consistency.
• Assist with system implementations, testing, and adoption.
• Analyze operational data to identify trends and support recommendations.
• Support onboarding, account administration, trading, transfers, and custodial processes.
• Collaborate with stakeholders to resolve issues and deliver operational solutions.

Skills

Investment operations

Workflow optimization

Data analysis

Excel

Automation

Attention to detail

Problem solving

Education

Finance/Economics/Business degree

Tools

NDESK

MAKO

Salesforce

Custodian platforms

Job description

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.

Career opportunity

Harbourfront Wealth Council is seeking a permanent, full-time Portfolio Administrator to join its Operations team. This position is a hybrid role based out of Vancouver. 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. The ideal candidate is highly organized, detail-oriented, and proactive, with strong analytical and interpersonal skills.

You will be responsible for:

• Supporting the Portfolio Management and Operations teams with day-to-day operational initiatives.
• Reviewing existing workflows to identify inefficiencies, bottlenecks, and opportunities for improvement.
• Assisting with process redesigns and documenting updated procedures and workflows.
• 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.
• Collaborating with internal stakeholders to resolve issues and deliver sustainable operational solutions.

The ideal candidate for this position has:

• 1-2 years of experience in investment operations within wealth management.
• 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.
• Strong analytical mindset with the ability to identify bottlenecks and recommend practical solutions.
• Experience with Excel and automation. Coding experience would be considered an asset.
• Strong attention to detail, organization, and problem-solving skills.
• Undergraduate degree in Finance, Economics, Business, or a related field

Salary Range: $60,000 to $70,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. 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.

Full-time