Portfolio Administrator - Private Client Services (Toronto)

Strengthen your career as a Portfolio Administrator specializing in Private Client Services. This role focuses on delivering exceptional client experiences and managing account transactions. You will leverage your 5-8 years of investment industry experience to lead onboarding, handle account transfers, and resolve inquiries. Solid communication skills are essential as you prepare client presentations and coordinate with various teams.

Key Responsibilities

• Deliver a consistently positive client experience across interactions
• Execute client account onboarding, transfers, and closures
• Coordinate cash settlements and process transactions
• Prepare monthly and quarterly reports for clients
• Manage documentation and maintain CRM records

Requirements

• 5-8 years’ experience in investment or financial services
• Completion or enrollment in the Canadian Securities Course
• Experience with Salesfo...