On behalf of our client, a prestigious wealth management firm, we are looking for an experienced Portfolio Administrator (PA) to join their Calgary team.We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, acaring disposition and takes pride in understanding client priorities and delivering excellent outcomes.The successful candidate will support a team of portfolio managers in providing administrative support and client administration.ResponsibilitiesAssist in client portfolio management, reporting, and administrative tasks, including account opening, maintenance, and clerical duties.Provide executive calendar support and ensure efficient organization of responsibilities.Interact with clients, custodians, and financial advisors to facilitate seamless communication and service.Open new accounts and process various client account requests, such as trades, cheques, wires, deposits, transfers, and other transactions.Resolve trade settlement issues in coordination with custodians and internal operations staff.Maintain and update the CRM system to ensure accurate client information and tracking.Prepare reports and other relevant information for clients and portfolio managers.Establish and manage high-quality client files, adhering to record-keeping standards for legal, correspondence, trading, and cash activities.Log emails, files, documents, and correspondence to maintain accurate client records.Provide direct support to portfolio managers, assisting with client-related tasks and operations.Undertake special projects as assigned to meet organizational needs.Deliver exceptional client service aligned with the standards of a boutique wealth management firm.Ensure compliance with provincial regulations, company policies, and internal procedures applicable to client services.Skills and QualificationsMinimum of 2 years of experience in the wealth or investment management industry, specifically in a similar administrative or client services rolePost-secondary education or equivalent experienceSuccessful completion of the Canadian Securities Course is an assetExposure to an investment management or portfolio accounting system is an assetExcellent organizational, interpersonal, verbal and written skills Demonstrated history of responsiveness and problem solving capabilitiesAbility to take initiative, be accountable and work in a team-oriented environmentAbility to work collaborativelyStrong Microsoft Office skillsBenefits:Competitive salary and performance-based bonuses.Comprehensive health, dental, and vision insurance.Retirement savings plan with company match.Professional development opportunities.Flexible work environment.
Job Title
Portfolio Administrator