Job opportunity
Investment Administration Operations Specialist
Nicola Wealth
Use investment administration and operational analysis to support Nicola Wealth’s trade workflows. The Portfolio Administrator role requires accuracy, communication, and effective prioritization.
As a member of the Portfolio Administration team, you will provide timely back-office support across investment products. The work includes reviewing Portfolio Manager recommendations, processing trade tickets, and supporting settlement. Success requires professionalism, maturity, strong interpersonal skills, and the ability to manage multiple tasks while adapting to changing priorities.
Key Responsibilities:
Review Portfolio Manager recommendations for accuracy
Support trade execution and settlement requirements
Scan and update recommendation documents for trading
Assist with compliance requirements and corrective actions
Support Planning and Project teams on objectives
Requirements:
Finance or investment administration education or experience
Minimum two years’ financial services back-office experience
Strong written and verbal communication skills
Ability to accept responsibility and take direction
Effective prioritization and time management skills
Bring professional judgment, trade support experience, and organized execution to Nicola Wealth’s investment administration operations team.
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Apply on source site As a member of the Portfolio Administration team, you will provide timely back-office support across investment products. The work includes reviewing Portfolio Manager recommendations, processing trade tickets, and supporting settlement. Success requires professionalism, maturity, strong interpersonal skills, and the ability to manage multiple tasks while adapting to changing priorities.
Key Responsibilities:
Review Portfolio Manager recommendations for accuracy
Support trade execution and settlement requirements
Scan and update recommendation documents for trading
Assist with compliance requirements and corrective actions
Support Planning and Project teams on objectives
Requirements:
Finance or investment administration education or experience
Minimum two years’ financial services back-office experience
Strong written and verbal communication skills
Ability to accept responsibility and take direction
Effective prioritization and time management skills
Bring professional judgment, trade support experience, and organized execution to Nicola Wealth’s investment administration operations team.
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