Our client, a boutique employee-owned investment management firm, is seeking a highly organized and client-focused Portfolio Administrator to support their Private Client team in Downtown Calgary, AB. This role is ideal for someone with experience in wealth management or investment administration who thrives in a collaborative, high-touch client service environment.

You will support Portfolio Managers and Associates with client service, account administration, reporting, and day-to-day office operations.

Compensation

• $65,000 – $70,000 base salary

Benefits & Perks

• Comprehensive health and dental benefits from day one
• 4.5% RRSP employer contribution after one year
• 3 weeks’ vacation annually
• Hybrid work model (3 days in office; Wednesdays and Thursdays mandatory and 1 day of your choice)
• First 2 months fully in-office for onboarding and training
• Professional development ...