We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking to pursue a career in wealth management. As a portfolio administrator, you will be responsible for: Preparing client meeting documents Filling out forms and applications Generating reports Updating internal systems Basic accounting tasks in excel Answering phones and greeting clients Looking after office supplies Preparing client meeting documents Conducting investment research Assisting portfolio managers and administration as needed Qualifications: Some experience in the financial services industry Completion of post-secondary degree Completion of Canadian Securities Course is mandatory Excellent data entry skills Proficiency in Microsoft Office, particularly Excel Exceptional organization and strong communication (written and verbal) skills Interest in an investment related career Pursuit of CFA/CFP designation is preferred Remuneration: To be negotiated according to experience and commensurate with industry standards.
Job Title
Milestone Investment Counsel Inc | Portfolio Administrator