Portfolio Administrator Trade Processing

Support end-to-end trade processing at Nicola Wealth through accurate data entry, analytical review, and timely investment administration. This role is based within the Portfolio Administration team.

The Portfolio Administrator provides back-office support for investment products throughout trade processing. You will monitor portfolio recommendations, input trades, and help ensure accurate execution and settlement. Strong attention to detail, mathematical ability, and collaboration support operational excellence and exceptional client service.

Key Responsibilities:

• Monitor custom programs for new Portfolio Management recommendations
• Input trades into trade ticket systems accurately
• Review recommendations for timely execution and settlement
• Identify issues and support corrective actions
• Update documents and collaborate on ongoing projects

Requirements:

• Post-secondary education or related finance experience
• Two years of financial services back-office experience
• High accuracy and strong attention to detail
• Analytical and mathematical ability
• Strong communication, organization, and time management skills

Apply portfolio administration expertise, trade processing accuracy, and analytical judgment to support Nicola Wealth’s investment operations.