Portfolio Administrator

Humans of HR is working with an established organization in the financial services space to recruit a Portfolio Administrator to support its Private Client group.

This role is well suited to someone who enjoys being at the centre of client service and operations — ensuring accuracy, responsiveness, and a smooth experience for both clients and internal partners. You’ll work closely with Portfolio Managers and operational teams, providing reliable support that keeps everything running efficiently.

The Opportunity

As a Portfolio Administrator, you’ll play a key role in supporting private client relationships by managing administrative processes, responding to client needs, and ensuring operational details are handled with care. This is a hands-on role for someone who takes pride in being organized, detail-focused, and service-oriented.

Key Responsibilities

• Supporting a high standard of service for private clients through timely, professional communication
• Coordinating the setup, transfer, and closure of client accounts while following regulatory and compliance guidelines
• Processing day-to-day administrative and transactional requests, including cash-related activity
• Preparing tailored materials and presentations for client meetings and prospective relationships
• Reviewing, researching, and resolving client questions and requests
• Acting as a point of contact for external partners such as custodians and consultants
• Maintaining accurate client information and documentation within internal systems and CRM tools
• Partnering with internal operations teams to troubleshoot issues and meet client needs
• Assisting with special projects and occasional client-facing initiatives or events

What You’ll Bring

Core Competencies

What’s in It for You