Our client, a well-established and growing wealth management firm, is seeking an Associate Portfolio Administrator to join their team in Oakville as an incremental hire! This is an excellent opportunity for an organized and client-focused professional looking to build their career in investment management. Working alongside experienced Portfolio Managers, Advisors, and Relationship Managers, you'll play a key role in supporting client accounts, coordinating investment administration, and delivering an exceptional client experience in a collaborative, team-oriented environment.
Responsibilities:
Client Service & Relationship Support
Account Administration
Administrative & Team Support
Qualifications:
This opportunity offers a salary range of $55,000–$65,000, depending on experience. To support a fair and efficient hiring experience, we may use AI-assisted tools for administrative tasks like note-taking or scheduling. These tools never make hiring decisions, our team does. If you have any questions about how we use AI, we're happy to discuss.
Associate Portfolio Administrator • Oakville, ON, Canada
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