Portfolio Operations Specialist - Wealth (Hybrid, Vancouver)

Brown and Caldwell, Inc.; Vancouver; Hybrid; CAD 60,000 - 70,000; Full time

Job summary

Harbourfront Wealth Council in Vancouver is seeking a permanent, full‑time Portfolio Administrator to join its Operations team. This hybrid role supports daily operational processes, identifies opportunities for improvement, and helps implement solutions that enhance efficiency, accuracy, and consistency across the business.

The ideal candidate will be highly organized, detail‑oriented, with strong analytical and interpersonal skills, including experience with onboarding, custodial processes,

Qualifications

• 1–2 years of investment operations experience.
• Strong understanding of onboarding, custodial processes, trading and transfers.
• Experience identifying process improvements and supporting workflow redesign.
• Experience with Excel and automation; coding is a plus.
• Strong analytical mindset and attention to detail.

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 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.

Skills

Investment operations

Excel

Automation

Coding

Analytical mindset

Attention to detail

NDESK

Education

Undergraduate degree in Finance, Economics, Business, or a related field

Tools

NDESK

MAKO

Salesforce

Job description

Harbourfront Wealth Council in Vancouver is seeking a permanent, full‑time Portfolio Administrator to join its Operations team. This hybrid role supports daily operational processes, identifies opportunities for improvement, and helps implement solutions that enhance efficiency, accuracy, and consistency across the business.

The ideal candidate will be highly organized, detail‑oriented, with strong analytical and interpersonal skills, including experience with onboarding, custodial processes,