Portfolio Administrator
Job Description :
- Client account opening, closing and transfers
- Prepare monthly and quarterly reports, presentations and year-end tax reporting packages
- Maintain client contact details and important documentation in CRM database
- Take complete ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible.
- Processing cheques, EFTs, client withdrawal and deposit / contribution requests
- Provide accurate and timely information to clients
- Coordinate information and tasks with internal and external partners, and assist with organizing meetings
- Plan and organize client events
- Answer, screen, and direct phone calls
- Welcome people in a friendly and professional manner
- Maintain office appearance and equipment, order supplies as needed
- Assisting the team in timely resolution of unexpected issues / tasks that may arise
Job Qualifications :
- 3-4 years’ office administrative experience
- Experience working in the investment or financial services industry, working knowledge of investment account types
- Completion (or current enrollment) in the Canadian Securities Course is an added benefit
- Experience with Salesforce CRM is an asset
- Intermediate level of proficiency in : ExcelWord (version control, document polishing)PowerPoint (making presentations)Outlook
Attributes for Success :
- Positively contributing to our Culture Blueprint : Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
- Exceptional ability to manage multiple tasks and changing priorities
- Excellent writing skills
- Exceptional verbal communication skills, and demonstrated ability to interact with clients
- A dual passion for operational efficiency and client service
- Attention to detail; and an inquisitive mind
- Possess great initiative and problem-solving skills
- Ability to collaborate and thrive in a team-based environment
Portfolio Administrator
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