Retail Portfolio Operations Specialist

A leading financial services firm in Vancouver is seeking a Retail Portfolio Operations Analyst to join their Investment Resource Group. You will be responsible for maintaining and reconciling client portfolios, responding to inquiries, and producing detailed client reports. Ideal candidates have a degree in Finance or Business, advanced MS Excel skills, and two years of experience in investment operations. This position offers a salary range of $68,500 to $80,000, and an annual performance bonus, contributing to a robust compensation package.
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