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Portfolio Administrator - 19319
Vancouver, BC V63 3A6 CA | Work from home flexibility TELECOMMUTE CA
Job Description
We’re looking for a hybrid Portfolio Administrator in the wealth management industry.
Our client, a respected private wealth management firm in Vancouver, is distinguished by its client-centric approach and disciplined investment strategies. The team prides itself on delivering personalized service to high-net-worth individuals, trusts, and family offices. The Portfolio Administrator role is critical to supporting these clients and advisors with expert administrative and operational management in a collaborative environment.
Portfolio Administrator responsibilities:
- Provide dedicated administrative support for a portfolio of high-net-worth clients, trusts, and family entities
- Manage client account lifecycles including onboarding, documentation updates, account maintenance, transfers, and closures
- Maintain meticulous client records and documentation in CRM and internal systems (Salesforce experience is an asset)
- Prepare and update client reports, investment summaries, and meeting materials under advisor guidance
- Coordinate transaction documentation and ensure timely processing and settlement of funds and securities
- Serve as a professional, reliable point of contact for client inquiries and internal stakeholders
- Liaise with custodians and external partners to facilitate operational needs and client requests
- Ensure compliance by maintaining accurate records and adhering to regulatory and firm policies
- 3+ years of continuous tenure in the wealth management industry with strong administrative or operational experience
- Deep knowledge of various investment account types including RRSP, RRIF, TFSA, RESP, non-registered accounts, trusts, and estates
- Solid understanding of investment terminology and concepts such as capital gains/losses, income types, and KYC/AML procedures
- Canadian Securities Course (CSC) enrollment or completion preferred
- Proficiency in Microsoft Office, especially Excel and PowerPoint; experience with Adobe Acrobat and Salesforce is advantageous
- Exceptional attention to detail, organization, and ability to manage multiple priorities in a fast-paced environment
- Excellent professional communication skills with a commitment to superior client service
- Salary range $60,000 – $70,000, commensurate with experience
- Three weeks of vacation
- Career growth and advancement opportunities within a stable firm
- Eligibility for shareholder status after 3 years
- Comprehensive health and dental benefits
Meet Your Recruiter
Deena Abramson
Recruitment Consultant
Administrative & Customer Service
Specializing in the placement of office personnel, Deena has over 8 years of success recruiting exceptional candidates for administrative and customer service roles. Beginning her career at a recruitment firm in Boston, she quickly advanced into leadership roles, overseeing a team of five direct reports while consistently managing a full desk of permanent and temporary roles.
Deena's recruitment philosophy is defined by her ability to move quickly and efficiently, matching clients with ideal candidates through her organized approach and strong communication skills. She is particularly passionate about building meaningful relationships, taking a personalized approach that ensures the right fit for everyone involved. Her goal-oriented mindset and commitment to transparency set her apart, as she carefully prepares candidates for interviews and provides honest, market-informed guidance about potential opportunities.
A recent transplant to Vancouver, Deena is an avid outdoor enthusiast who loves running and hiking, and has completed an 800km backpacking trip along the Colorado Trail. When not exploring the outdoors, she enjoys the company of her two cats with tea-themed names, Earl and Oolong.