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Last updated: 1 day ago

Portfolio Administrator

Harbourfront Wealth ManagementVancouver, British Columbia, Canada
CA$75,000.00 yearly
Full-time +1

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.We are a fast-growing wealth management firm with over $15 billion in assets under administ... Show more

Office Administrator

StafflinkVancouver, BC
Full-time

Our client is seeking a highly organized and proactive Office Administrator to support the daily operations of their corporate head office in Vancouver.This role plays a central part in ensuring sm... Show more

Database Administrator (10-month Contract)

Two CirclesVancouver, BC, CA
Temporary
Quick Apply

We are a Sports & Entertainment Marketing business.We grow audiences and revenues.We do that by knowing fans best.We work with clients to help them understand & influence what their fans ar... Show more

Property Administrator

HaysBurnaby
Full-time

Our client is a national real estatepany, managing a diversified portfolio across office, industrial, retail, and multi-residential assets in major Canadian markets.As a Property Administrator, you... Show more

Application Administrator

StantecVancouver, BC
CA$68,200.00 yearly
Full-time +1

At Stantec, we have some of the world’s leading professionals passionate about enabling our business to be its best.Our business teams include finance, procurement, human resources, information tec... Show more

Payroll Administrator

JOEY RestaurantsVancouver, British Columbia, Canada
CA$65,000.00 yearly
Full-time

Ensuring our people are paid accurately and on time is foundational to the experience we deliver.As a Payroll Administrator, you’ll be responsible for full-cycle Canadian payroll for approximately ... Show more

Studio Administrator

Next Level GamesVancouver, BC, CA
CA$50,000.00 yearly
Temporary
Quick Apply

WHO WE ARE: Next Level Games is a wholly owned subsidiary of Nintendo Co.We’ve been passionate about video game development for 20 years now, shipping award-winning games for fans across... Show more

Database Administrator II

InterforBurnaby, BC, CA
Full-time

Database Administrator II, Metrotown, British Columbia.As a Database Administrator II, you’ll play a critical role in keeping the company’s data systems secure, reliable, and high‑performing across... Show more

Construction Administrator

HaysVancouver
Temporary

Construction Administrator (Contract)$25-28/hour18 Month ContractOnsite | Downtown VancouverYour NewpanyHays Specialist Recruitment is partnering with a leading real estate and property management ... Show more

Accounting Administrator

The MRG GroupVancouver, BC, CA
Full-time

Accounting Administrator (AP & AR) The MRG Group Vancouver, BC Who We Are: Founded in 2008, The MRG Group is Canada's largest independent entertainment company and a leader in experience creati... Show more

 • Promoted

Senior Database Administrator

StafflinkVancouver, BC
Full-time

Our client is seeking a Senior Database Administrator to support and enhance their enterprise data architecture.This individual will be responsible for delivering secure, scalable, and high-perform... Show more

Property Administrator

HaysBurnaby, BC, CA
Full-time

Your new company Our client is a national real estate company, managing a diversified portfolio across office, industrial, retail, and multi-residential assets in major Canadian markets.Your new r... Show more

 • Promoted

Benefits Administrator

Pacific Coast Community ResourcesPort Coquitlam, BC, CA
CA$45,000.00 yearly
Permanent
Quick Apply

JOB SUMMARY: The Benefits Administrator plays a pivotal role in the management and administration of the organization's total rewards and immigration compliance programs.This position is responsibl... Show more

Contract Administrator

Paladin TechnologiesVancouver, BC, Canada
CA$55,000.00 yearly
Full-time

The Bosch Group is a privately held supplier of innovative technology and services with over 400,000 associates worldwide.Its unique private ownership structure was established to promote entrepren... Show more

Estates Administrator

Aviso WealthVancouver, BC, CA
CA$52,000.00 yearly
Full-time
Quick Apply

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibi... Show more

Warehouse Administrator

Electrical & Automation Industry CareersSurrey, British Columbia, Canada
Full-time +1

Horsman & Son (EBH) has been in business since 1900.We are strong, nimble, and growing! EBH is proud to be a successful Western Canadian electrical distributor with 20+ locations throughout BC,... Show more

Service Administrator

Black & McDonald LimitedVancouver, British Columbia, Canada
CA$53,000.00 yearly
Full-time

Black & McDonald's BC team is growing! If you are an independent, enthusiastic, and driven professional searching for an opportunity to build a solid foundation for your career, this position i... Show more

Facilities Administrator

FortinetBurnaby, BC, Canada
CA$47,500.00 yearly
Full-time

Join Fortinet, a cybersecurity pioneer with over two decades of excellence, as we continue to shape the future of cybersecurity and redefine the intersection of networking and security.At Fortinet,... Show more

Benefits Administrator

STRIVE RecruitmentVancouver, BC
Permanent

We are seeking a knowledgeable and member-focused Benefits Administrator to support the administration of employee benefit and retirement programs.This role serves as the primary point of contact f... Show more

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Portfolio Administrator

Portfolio Administrator

Harbourfront Wealth ManagementVancouver, British Columbia, Canada
26 days ago
Salary
CA$75,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $15 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.

Career opportunity:
Our subsidiary, Harbourfront Wealth Council, is looking to hire a permanent full-time Portfolio Administrator on our Millar Private Wealth team based in Ontario. Reporting to the Lead, Estate & Family Wealth Planning, the ideal candidate must have a meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills.

You will be responsible for:
  • Preparing account opening documents.
  • Processing client account transactions.
  • Completing financial requests, i.e., wire transfers and deposits, etc.
  • Reconciling client accounts.
  • Fee reconciliation.
  • Maintaining records and files in accordance with regulatory guidelines according to established formats. Assisting with client inquiries and meetings.
  • Utilizing various custodial or third-party software programs for client management and administration. Maintaining client correspondence records and databases.
  • Producing timely and accurate reports/documentation as required.
  • Assisting with client meetings, preparation of presentation/meeting materials, correspondence, creation of reports, spreadsheets and the completion of special projects.
  • Keeping the electronic client documents stored on the network up-to-date and located in the appropriate directories according to existing procedures.
  • Maintaining investment forms, product information, presentation materials, investment fund descriptions and historical rates of return.

The ideal candidate for this position has:
  • Undergraduate degree in Finance, Economics, Business, or a related field.
  • Minimum of 4 years of experience in the financial industry,
  • Successful completion of the Canadian Securities Course (CS)
  • Experience utilizing Ndex and NBIN systems.
  • Advanced computer skills including proficiency with MS Office (Word, Excel and Power Point) and the ability to learn new programs.
  • Excellent oral and written communication skills are essential.

Salary Range: $75,000 to $90,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.