Portfolio Admin

We are hiring a Portfolio Administrator for our Vancouver client. 5+ years of experience is desired, preferably in a similar role. Completion or enrollment in the CSC is required or a willingness and commitment to completing this during 1st year of employment.

About Our Client

Our client is an established financial institution who is looking for a Portfolio Administrator in Vancouver to join their dynamic, growing team. This position will work closely with the Portfolio Manager to help the office meet the support and financial needs of their clients. The position is an in office role, however there is a possibility for more flexibility after the successful completion of the probation period.

About The Opportunity

The Portfolio Administrator will join a large team supporting multiple Portfolio Managers. You’ll get the opportunity to work directly with clients, and collaborate with an experienced group of professionals. The Portfolio Administrator requires someone with excellent communication skills and strong attention to detail. Industry experience is an asset.

About The Position

• Initiate and terminate accounts, as well as facilitates transfers.
• Transactional requests, coordinating settlements.
• Compile monthly and quarterly reports and presentations.
• Deliver prompt information to clients.
• Address inquiries from consultants and custodians.
• Update and maintain client contact information and key documents in the CRM database.
• Collaborate with internal and external stakeholders on information and task coordination.
• Support various ad-hoc projects, including event planning.

The Requirements

Compensation

At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.