Advance your career as a Portfolio Administrator dedicated to Private Clients. Focus on client service and operational excellence in a collaborative atmosphere.
This role requires 5-8 years of experience in the investment industry. You will lead account onboarding and manage client inquiries while producing detailed monthly reports. Your focus on cash settlements and proactive issue resolution will be key to providing outstanding service.
Key Responsibilities:
• Provide an outstanding client experience continually
• Lead onboarding and transitions of client accounts
• Develop expertise in the firm’s investment offerings
• Produce detailed client reports and presentation materials
• Collaborate across teams to support service delivery
Requirements:
• 5-8 years in investment or financial services
• Completion or enrollment in the Canadian Securities Course
• Experience with Salesforce is beneficial
• Proficient in Excel, Word, and PowerPoint
• Excep...