Become an integral part of a reputable investment management firm as an Experienced Portfolio Administrator in Toronto. Focus on client administration and enhance service delivery in a hybrid setting.
This position in the Private Clients team requires a solid background in investment services and a dedication to client satisfaction. You'll manage client accounts, produce essential reports, and facilitate transitions in compliance with regulations while fostering collaborative internal relationships.
Key Responsibilities:
• Provide professional and positive client experiences
• Support Portfolio Managers with client administration
• Handle account transfers and onboarding processes
• Draft reporting packages and client presentations
• Maintain organized client records in the CRM
Requirements:
• 5–8 years in investment or financial services
• Strong grasp of investment account dynamics
• CSC completion is a plus
• Knowledge of Salesforce CRM is advanta...