Portfolio Administrator - 18853
Our client, a leading asset management firm, is on the lookout for an energetic and proactive Administrator to bolster the operations of their Private Client team at the Calgary office.
This role is a blend of administration and reception responsibilities, requiring collaboration with Portfolio Managers, Associates, and Administrators.
The ideal candidate thrives on delivering exceptional client service, is dedicated to optimizing operations, and is eager to contribute within a collaborative team setting.
Apply now to embark on a rewarding journey in the world of asset management!
Portfolio Administrator responsibilities : Spearhead the initiation, closure, and transfer processes for client accounts.
Craft insightful monthly and quarterly reports, design impactful presentations, and compile comprehensive year-end tax reporting packages.
Maintain meticulous records of client contacts and essential documents using our CRM system.Assume full responsibility for assigned tasks, ensuring data integrity and swiftly addressing any urgent matters that may hinder progress.
Handle various financial transactions including processing cheques, electronic fund transfers (EFTs), and client withdrawal requests.
Provide clients with accurate and timely information tailored to their needs.Collaborate with internal and external partners to seamlessly coordinate information and tasks, and assist in coordinating meetings.
Organize and execute engaging events for clients.Act as the friendly and professional face of the firm, managing incoming calls and welcoming visitors with warmth.
Uphold the appearance and functionality of the office environment, overseeing supply inventory and ordering as needed.Support the team in promptly resolving unexpected challenges and tasks as they arise.
The successful candidate has : Minimum of 3 years experience in related industry or roleCompletion or enrollment in Canadian Securities an assetExperience using Sales ForceProficiency with full MS Office suite
Compensation and benefits : The discussed salary range is $50,000 $55,000 depending on experienceCandidates with additional experience and higher compensation expectations may also be consideredComprehensive benefits packageShareholder options after 3 yearsHybrid option after 3 months
Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.
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