Elevate your career as a Portfolio Administrator focused on Private Clients. This role emphasizes exceptional client service and operational excellence within a collaborative environment.
With 5-8 years in the investment industry, you will lead account onboarding and manage client inquiries efficiently. Your expertise will support cash settlements and proactive issue resolution, alongside producing monthly reports. Join a company that values independence and encourages professional development among employees.
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 Salesforc...