Wealth Management Operations Analyst (Hybrid, Vancouver)

Dimensional Fund Advisors; Vancouver; Hybrid; 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 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.