Accounting & Finance

Wealth Management Operations Analyst (Hybrid, Vancouver)

Dimensional Fund Advisors

Vancouver · Metro Vancouver Regional District · Canada

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.

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Reference: WJ-3875_13930372

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