Operations Analyst in Wealth Management
W
Warren Goldblum Portfolio Manager
📍 vancouver, metro vancouver regional district, Canada
Job Description
Become a pivotal Operations Analyst at Harbourfront Wealth, with flexible working options in Vancouver, Winnipeg, or Burlington. Your analytical prowess will elevate financial operations and ensure successful reconciliations.
Ideal candidates have at least three years of experience in the wealth management sector. Your primary responsibilities will include fee reconciliation, detailed data analysis, and working with various teams to resolve operational issues. This is an opportunity to contribute to the internal efficiency of Harbourfront and its companies.
Key Responsibilities:
• Perform fee and securities reconciliation analysis
• Execute calculations on platform data outputs
• Conduct investigations into operational anomalies
• Audit transactions and holdings as necessary
• Generate and review daily, monthly, and quarterly statements
Requirements:
• Minimum 3 years experience in wealth management
• Prof...
Ideal candidates have at least three years of experience in the wealth management sector. Your primary responsibilities will include fee reconciliation, detailed data analysis, and working with various teams to resolve operational issues. This is an opportunity to contribute to the internal efficiency of Harbourfront and its companies.
Key Responsibilities:
• Perform fee and securities reconciliation analysis
• Execute calculations on platform data outputs
• Conduct investigations into operational anomalies
• Audit transactions and holdings as necessary
• Generate and review daily, monthly, and quarterly statements
Requirements:
• Minimum 3 years experience in wealth management
• Prof...