A leading financial institution is seeking a Portfolio Administrator to support Relationship Managers by providing client servicing and business development assistance. The role requires strong relationship management skills, a university degree, and two years of industry experience. You will be responsible for responding to client inquiries, preparing client reporting, and ensuring compliance with regulations. This position is based in Burlington, Ontario, and is ideal for a self-motivated individual looking to contribute to a high-performing team.
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Client Portfolio Administrator • Burlington, Halton Region, CA