Administrator

This is an exciting opportunity to join a dynamic and rapidly growing partnership of Canadian Portfolio Managers on the leading edge of the financial services and financial technology industry.

• 3+ years experience with Canadian wealth management or brokerage firms required

We’re in search of an enthusiastic person with a positive attitude to join our Wealth Management team as an Account Administrator / Client Service Representative.

We are looking for a proactive individual who is committed to self-improvement and expertise development their field. The successful candidate will demonstrate a strong sense of ownership and responsibility, ensuring accurate and efficient problem-solving daily. An unwavering dedication to the quality of their work is essential. This person will not only take initiative in their professional growth but also consistently uphold high standards in their performance.

The ideal candidate will have excellent people skills and enjoy regular interaction with clients and staff. You are client-service oriented with the ability to manage time efficiently, prioritize work and accurately perform under pressure.

Based out of our head office in North York, this position is eligible to work from home up to 3 days per week with the aide of the best technology, cyber security, and cloud-based platforms.

REQUIRED SKILLS / QUALIFICATIONS :

Preferred :

What’s the Bottom Line :

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