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Portfolio Administrator (12 Month Contract)Nicola Wealth · Vancouver, BC
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Nicola Wealth

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Portfolio Administrator (12 Month Contract)

🗓️ Posted 2026-10-06 Vancouver, BC Hybrid Banking Financial Services
💰 Salary 4,833 CAD–5,333 CAD/mo (58,000 CAD–64,000 CAD/yr) 📊 Market 4,500 CAD–6,500 CAD/mo

About the Company

Wealth management beyond stocks and bonds. Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately 16.8 billion of assets under management as of Jan 1, 2025. For more information, please visit www.nicolawealth.com. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions. Financial Services Specialties: Integrated Wealth Planning, Investment Management, Tax Planning, Risk Management, Estate Planning

Responsibilities

  • ● About Nicola Wealth:
  • ● We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.
  • ● By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk Purpose of the Role:
  • ● The Portfolio Administrator provides accurate and timely back-office support for all investment products involved in end-to-end trade processing. As a member of the Portfolio Administration team, this role leverages strong attention to detail, analytical skills, and a collaborative mindset to deliver operational excellence and support the firm's commitment to exceptional client service.
  • ● Core Responsibilities:
  • ● Monitor custom programs daily for new Portfolio Management recommendations and input trades into trade ticket systems.
  • ● Review Portfolio Manager recommendations and ensure accurate, timely trade execution and settlement.
  • ● Identify issues, assist in determining corrective actions, and support compliance requirements.
  • ● Scan and update Portfolio Management recommendation documents for the trading group.
  • ● Collaborate with Planning and Project teams to meet objectives and support ongoing projects.
  • ● Stay abreast of industry trends and proactively seek opportunities to improve processes and solutions.
  • ● Support the team with other duties as assigned, adapting to changing business priorities.
  • ● Required Skills & Qualifications:
  • ● Post-secondary education or related experience in finance or investment administration.
  • ● Minimum two years of back-office experience in financial services.
  • ● High accuracy rate in data entry and strong attention to detail.
  • ● Analytical and mathematical ability.
  • ● Excellent interpersonal and communication skills (written and verbal).
  • ● High degree of professionalism and maturity.
  • ● Ability to take direction, accept responsibility, and manage multiple tasks.