Experienced Portfolio Administrator Needed

Advance your professional journey as a Portfolio Administrator with a focus on Private Client Services. Drive client relationships while managing account transactions and communications.
In this pivotal role, you will employ 5-8 years of investment experience to lead the client onboarding process and handle account transfers efficiently. Your strong communication skills will be essential in preparing presentations and liaising with different teams to resolve client inquiries effectively.
Key Responsibilities:
• Ensure positive client experiences throughout interactions
• Manage client onboarding, transfers, and closures
• Process cash settlements and execute transaction requests
• Create monthly and quarterly reports for client reviews
• Oversee documentation management and maintain CRM data
Requirements:
• 5-8 years in financial services or investment
• Enrolled in or completed the Canadian Securities Course
• Knowledge of Salesforce CRM preferred
•...