Our longtime client, a boutique Wealth Management firm in Downtown Toronto, is seeking a full-time permanent Portfolio Administrator to join their friendly team. This role offers a competitive salary, immediate benefits, a hybrid work environment, and a great company culture!

Role and Responsibilities

-Provide administrative support to Portfolio Managers

-Scheduling and calendar management

-Meeting coordination

-Expense management

-Prepare client documentation

-Open client accounts

-Update and maintain the client database and records

-Prepare reports, presentations, and meeting packages

-Client correspondence

-Process requests for client accounts including deposits and transfers

-Assist with trade settlement issues

-Coordinate monthly KYC updates

-Project support

-Other administrative tasks as needed

Qualifications and Skills

-Must have completed a post-secondary Degree or Diploma

-Must have 2-3 years of relevant experience in a similar role supporting Financial Advisors or Portfolio Managers within Investment/Weath Management/Financial Services industry

-Must have completed or be working towards Canadian Securities Course

-Must have excellent verbal and written communication skills

-Must be highly organized and detail-oriented with strong problem solving skills

-Must be proficient in Excel

-Must have strong client service skills