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Portfolio Admin - 19319
Vancouver, BC V63 3A6 CA | Work from home flexibility TELECOMMUTE CA
Job Description
Are you a seasoned administrative professional with a consistent track record in wealth management or financial services?
Do you excel at delivering high-level administrative support and maintaining operational precision in a dynamic, fast-paced environment? If so, we want to connect with you!
Our client, a leading private wealth management firm, is seeking a Portfolio Administrator to join their Private Client team in Vancouver. This is an exciting opportunity to play a key administrative role in a high-performing team and contribute to an exceptional client experience through reliable, detail-driven execution.
Portfolio Admin responsibilities:
- Deliver proactive, high-level administrative support to the Private Client team to ensure smooth daily operations and consistent client service excellence.
- Manage end-to-end client account administration—onboarding, documentation updates, account closures, and transfers—while ensuring full compliance with regulatory standards.
- Maintain and accurately update client data and documentation using CRM and document management systems.
- Prepare and edit client-facing materials, investment proposals, and tailored presentation decks.
- Assist with the execution of client transactions by coordinating required documentation and ensuring timely settlement of funds.
- Act as a key point of contact for client inquiries, providing professional and timely responses and follow-up.
- Liaise with external custodians, consultants, and vendors to manage administrative requests and facilitate accurate, timely communication.
- Support internal team operations through calendar coordination, workflow tracking, and administrative task execution.
- Recommend and help implement process improvements to drive efficiency and enhance administrative workflows.
The successful candidate has:
- 5–7 years of administrative experience in the investment, wealth management, or financial services industry is required.
- Demonstrated tenure in prior roles is critical; this position requires a stable, consistent work history in professional financial environments.
- Completion of or current enrollment in the Canadian Securities Course (CSC) is preferred; enrollment post-probation is required.
- Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and Adobe Acrobat.
- Experience with Salesforce CRM is considered an asset.
- Excellent organizational, problem-solving, and communication skills.
- Proven ability to thrive under pressure while managing multiple priorities with poise and professionalism.
- Competitive salary of $65,000 – $80,000, negotiable based on experience.
- 3 weeks of vacation.
- Career development and advancement opportunities.
- Eligibility for shareholder status after 3 years of employment.
- Comprehensive health and dental benefits package.
Meet Your Recruiter
Deena Abramson
Recruitment Consultant
Office Personnel
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.