Job Description
Become an Operations & Reconciliation Analyst with Harbourfront Wealth, supporting our dynamic team from Vancouver, BC. Leverage your analytical skills in financial services and wealth management.
Harbourfront Wealth is seeking a motivated Operations & Reconciliation Analyst. This role entails overseeing fee reconciliations, performing securities analysis, and generating regular financial statements. Ideal candidates possess a minimum of 3 years in the industry, particularly in IIROC wealth management, and a strong proficiency in Microsoft Excel.
Key Responsibilities:
• Perform fee reconciliation and securities mapping analysis
• Conduct anomaly investigations on fees and operations
• Audit transactions and holdings for accuracy
• Generate and review daily, monthly, and quarterly statements
• Support various departments with data extraction
Requirements:
• At least 3 years of relevant industry experience
• Strong analytical and problem-solving skills
• ...
Harbourfront Wealth is seeking a motivated Operations & Reconciliation Analyst. This role entails overseeing fee reconciliations, performing securities analysis, and generating regular financial statements. Ideal candidates possess a minimum of 3 years in the industry, particularly in IIROC wealth management, and a strong proficiency in Microsoft Excel.
Key Responsibilities:
• Perform fee reconciliation and securities mapping analysis
• Conduct anomaly investigations on fees and operations
• Audit transactions and holdings for accuracy
• Generate and review daily, monthly, and quarterly statements
• Support various departments with data extraction
Requirements:
• At least 3 years of relevant industry experience
• Strong analytical and problem-solving skills
• ...