Business and Operations Analyst

Website Harbourfront Wealth Management

Who we are:
Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing employee-owned firm and IIROC registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values start with the belief that great people make great companies. Our head offices are in downtown Vancouver and Burlington Ontario, with over 20 branches across Canada.

Career opportunity:
We currently have a career opportunity for a Business and Operations Analyst to supplement our operations team to provide support to Harbourfront and Harbourfront Group of Companies. This role will be located at our head office in Vancouver, BC reporting to the Senior Manager of Operations & Transitions. We are looking for a motivated, high performing, results driven candidate.

Key responsibilities
Key responsibilities are but not limited to:

  • Fee Reconciliation Analysis
  • Billable, Non-Billable securities reconciliation analysis
  • Ticketing and operations KPI analysis support
  • Fee and Operation anomaly investigations and resolutions
  • Escalated advisor support desk response
  • Supporting ongoing special projects
  • Annual Tax slip oversight
  • Quarterly statement generation oversight
  • Digital Onboarding system oversight (revision management, error resolution)
  • Supporting various internal departments to collect and extract data from vendors and internal systems.

Ideal candidate qualifications:

  • Business degree and/or industry related experience in this specific role
  • 5+ years of industry experience, ideally, within an IIROC wealth management firm
  • Strong analytical thinking, understanding of technical information, problem-solving, planning, and organizational skills
  • Advanced proficiency with Microsoft Excel.
  • Experience with IIROC operating systems, such as, ISM, fee management, would be an asset
  • Strong written and verbal communication skills
  • Ability to complete data analysis and reporting for management in specified timelines

Why it is great to work at Harbourfront:

  • Harbourfront offers our team members a dynamic and collaborative environment. In addition to a competitive base salary, we provide:
  • Opportunities for personal growth and development, including mentorship and ongoing education
  • A generous vacation allotment
  • A competitive compensation and comprehensive benefits package
  • A supportive, engaging, tight-knit culture
  • Flexible hybrid work arrangements.

Harbourfront Culture Principles:

  • We respond quickly and effectively to changes in the marketplace and seize new opportunities.
  • We trust each other and work in unison towards a common objective.
  • We prioritize clients’ needs.
  • We are encouraged to act, have a bias for urgency, a focus on solutions and are proud of our results.
  • We pioneer novel products and services.
  • We consistently act honestly and ethically.
  • We are rewarded for our results and development opportunities exist for all employees.
  • We treat each other with dignity and kindness.
  • We hold ourselves and each other accountable and say what needs to be said in a timely and respectful manner.

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.

Please send a copy of your cover letter and resume to [email protected]

 

To apply for this job email your details to hr@harbourfrontwealth.com.