Harbourfront Wealth Reconciliation Analyst Role
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Warren Goldblum Portfolio Manager
📍 vancouver, metro vancouver regional district, Canada
Job Description
Join Harbourfront Wealth as a Reconciliation Analyst, working flexibly from Vancouver, Winnipeg, or Burlington. Utilize your analytical skills to streamline financial operations and support fee reconciliation efforts.
Candidates should possess a minimum of three years in wealth management, with strong problem-solving abilities. Your role will involve investigating anomalies, data analysis, and collaborating across teams to facilitate seamless operations. The focus will be on enhancing financial effectiveness and reporting accuracy.
Key Responsibilities:
• Perform fee and securities reconciliation analysis
• Execute calculations on platform data outputs
• Investigate operational anomalies systematically
• Audit transactions and holdings to maintain accuracy
• Generate and review daily, monthly, and quarterly statements
Requirements:
• Minimum 3 years of relevant experience in wealth management
• Strong proficiency in Microsoft Excel and Power BI
• Famili...
Candidates should possess a minimum of three years in wealth management, with strong problem-solving abilities. Your role will involve investigating anomalies, data analysis, and collaborating across teams to facilitate seamless operations. The focus will be on enhancing financial effectiveness and reporting accuracy.
Key Responsibilities:
• Perform fee and securities reconciliation analysis
• Execute calculations on platform data outputs
• Investigate operational anomalies systematically
• Audit transactions and holdings to maintain accuracy
• Generate and review daily, monthly, and quarterly statements
Requirements:
• Minimum 3 years of relevant experience in wealth management
• Strong proficiency in Microsoft Excel and Power BI
• Famili...