Portfolio Administrator

Harbourfront Wealth Management; Toronto, Vancouver, Winnipeg; 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 across our Canadian headquarters in Toronto, Vancouver, or Winnipeg. You will support daily operational processes, assist with onboarding, account administration, trading, transfers, and custodial activities.

The ideal candidate has 5 years of experience in investment operations within wealth management, strong analytical and communication skills, and proficiency with Excel and automation.

Qualifications

• 5 years of experience in investment operations within wealth management.
• Experience with account onboarding, custodial processes, trading, and transfers.
• Demonstrated ability to identify process improvements and support workflow redesign.
• Experience with systems implementations and team adoption.

Responsibilities

• 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 NDEX 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.

Skills

Analytical mindset

Attention to detail

Organization

Problem solving

Data-driven decisions

Education

Undergraduate finance/economics/business degree

Tools

NDEX

MAKO

Salesforce

Excel

Automation tooling

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, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.

Career opportunity:

Harbourfront Wealth Council is seeking a permanent, full-time Portfolio Administrator to join its Operations team. This position may be based out of any of our headquarters in Toronto, Vancouver, or Winnipeg. 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 NDEX 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:

• 5 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.