Step into the Reconciliation Analyst role at Harbourfront Wealth in Burlington, ON. Apply your analytical skills to ensure accurate financial operations and contribute to our wealth management excellence.
Harbourfront Wealth is searching for a detail-oriented Reconciliation Analyst to support the operations team. The ideal candidate has at least 3 years of experience in a similar role within an IIROC firm. Responsibilities include fee reconciliation, data analysis, and collaboration on various internal projects.
Key Responsibilities:
• Conduct fee reconciliation and securities mapping tasks
• Analyze platform data outputs and operational anomalies
• Perform audits of transactions and holdings
• Generate regular financial statements for review
• Assist internal departments with data collection efforts
Requirements:
• At least 3 years of industry experience required
• Excellent analytical and organizational capabilities
• Proficient in Microsoft Excel; Po...