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Experienced Operations & Reconciliation Analyst in Wealth Management

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Harbourfront Wealth Management
πŸ“ burlington, Canada
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Location burlington
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Posted May 30, 2026
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Commute Local Area
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Job Description

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:
β€’ Conduct comprehensive fee and securities reconciliations
β€’ Analyze platform data outputs and execute calculations
β€’ Investigate fee and operational anomalies
β€’ Generate and oversee financial statement reviews
β€’ Collaborate with departments to extract necessary data

Requirements:
β€’ Minimum of 3 years in the financial services industry
β€’ Strong analytical proficiency...

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πŸ“ Location Details

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City
burlington
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Country
Canada
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Commute
Local Area

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