Transform operations as an Operations & Reconciliation Analyst within a growing wealth management firm. Focus on fee reconciliation while adapting to a flexible work environment.This role reports to the Director of Fee Administration & Reporting, requiring at least 3 years of relevant experience. You will excel in analytical thinking and problem-solving while supporting various teams. A high proficiency in Microsoft Excel, and familiarity with systems like Croesus and Purefacts, is necessary for success in this position.Key Responsibilities:• Conduct comprehensive fee and securities reconciliations• Analyze platform data outputs and execute calculations• Investigate fee and operational anomalies• Generate and oversee financial statement reviews• Collaborate with departments to extract necessary dataRequirements:• Minimum of 3 years in the financial services industry• Strong analytical proficiency and problem-solving skills• Experience with Microsoft Excel; Power BI beneficial• Knowledge of CIRO-related systems preferred• Completion of the Canadian Securities Course is a plusBring your expertise to a role that values accuracy, analysis, and organizational skills in making meaningful contributions to the wealth management sector.#J-18808-Ljbffr
Experienced Operations & Reconciliation Analyst In Wealth Management
HARBOURFRONT WEALTH MANAGEMENT
burlington, burlington
Published 27 days ago
Report job