Wealth Ops Analyst - Process Improvement (Hybrid)

mason group; Vancouver; Hybrid; CAD 60,000 - 70,000; Full time

Job summary

Harbourfront Wealth Council is seeking a permanent, full-time Portfolio Administrator to join its Operations team in a hybrid role based out of Vancouver. Reporting to the Operations Manager, you 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

Qualifications

• 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 practical solutions.
• Experience with Excel and automation; coding experience would be an asset.
• Strong attention to detail, organization and problem-solving skills.
• Undergraduate degree in Finance, Economics, Business, or a related field.

Responsibilities

• Support the Portfolio Management and Operations teams with day-to-day operational initiatives.
• Review existing workflows to identify inefficiencies, bottlenecks, and opportunities for improvement.
• Assist with process redesigns and documenting updated procedures and workflows.
• Support the implementation of operational improvements that enhance efficiency, accuracy, and consistency.
• Assist with technology and systems implementations, including user testing and documentation.
• Use analytical skills to review operational data, identify trends, and support data-driven recommendations.
• Work with systems such as NDESK, MAKO, Salesforce and other custodian platforms to support onboarding, account administration, trading, transfers and custodial processes.
• Identify opportunities to automate manual tasks and improve operational reporting using Excel and coding solutions.
• Support account onboarding, investment account administration, trade processing, transfers, and related operational activities.
• Assist with reconciliations, data reviews, and quality checks to ensure information is accurate and complete.
• Maintain clear documentation of processes, controls, system changes and operational procedures.
• Collaborate with internal stakeholders to resolve issues and deliver sustainable operational solutions.

Skills

Analytical mindset

Excel

Automation

Attention to detail

Problem-solving

Coding experience (asset)

Education

Undergraduate degree in Finance, Economics, Business

Tools

NDESK

MAKO

Salesforce

Job description

Harbourfront Wealth Council is seeking a permanent, full-time Portfolio Administrator to join its Operations team in a hybrid role based out of Vancouver. Reporting to the Operations Manager, you 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