Join a leading organization as an Operations & Reconciliation Analyst, focusing on fee and securities analysis. This remote-friendly opportunity allows you to make a substantial impact in a thriving wealth management environment.In this role, the ideal candidate will have a minimum of 3 years of experience in the financial services sector, particularly within wealth management. You will be responsible for executing reconciliation of both billable and non-billable securities while providing comprehensive support across the operations team. Your technical skills will contribute to auditing and resolving discrepancies in transactions, enhancing operational workflow across departments.Key Responsibilities:• Perform detailed fee reconciliation and analysis• Execute mappings and updates as per custodian data• Investigate fee and operational anomalies effectively• Audit and review transactions and performance metrics• Generate and oversee financial statement outputsRequirements:• 3+ years in the wealth management industry• Strong analytical and problem-solving abilities• Proficient in Microsoft Excel; Power BI an advantage• Familiarity with Croesus and Purefacts is desired• Completion of the Canadian Securities Course is an assetUtilize your expertise to drive operational excellence and ensure accurate financial reporting in a respected firm.#J-18808-Ljbffr
Expert Operations Analyst For Fee And Securities Reconciliation
HARBOURFRONT WEALTH MANAGEMENT
vancouver, vancouver
Published 27 days ago
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