Warren Goldblum Portfolio Manager
Harbourfront Wealth Reconciliation Analyst
Job Description
Join Harbourfront Wealth as a Reconciliation Analyst and drive operations excellence in financial services. Work from Vancouver, Winnipeg, or Burlington while executing critical analyses in reconciliations and financial data.
As part of our expanding operations team, you will bring over three years of experience in wealth management. Your role will focus on fee reconciliation, securities mapping, and supporting various internal departments. Your analytical approach and attention to detail will be vital in ensuring integrity and precision in our financial operations.
Key Responsibilities:
• Conduct fee and non-billable reconciliation analyses
• Map securities and update custodian data regularly
• Support special projects as assigned
• Generate oversight of financial statements
• Audit transaction performance as required
Requirements:
• At least 3 years of relevant industry experience
• Strong analytical and problem-solving skills
• Proficiency in Microso...
As part of our expanding operations team, you will bring over three years of experience in wealth management. Your role will focus on fee reconciliation, securities mapping, and supporting various internal departments. Your analytical approach and attention to detail will be vital in ensuring integrity and precision in our financial operations.
Key Responsibilities:
• Conduct fee and non-billable reconciliation analyses
• Map securities and update custodian data regularly
• Support special projects as assigned
• Generate oversight of financial statements
• Audit transaction performance as required
Requirements:
• At least 3 years of relevant industry experience
• Strong analytical and problem-solving skills
• Proficiency in Microso...
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