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Portfolio Administrator - 19319
Vancouver, BC V63 3A6 CA | Work from home flexibility TELECOMMUTE CA
Job Description
Please note: Only candidates with 3+ years of tenure in the wealth management industry will be considered.
Our client, a well-regarded private wealth management firm known for its client-focused philosophy and disciplined investment strategies, is seeking a Portfolio Administrator to support its Private Client team in Vancouver. This position is ideal for a detail-oriented professional with deep administrative expertise in wealth management who enjoys working in a collaborative, client-service-driven environment.
Portfolio Administrator responsibilities:
- Provide day-to-day administrative support for a designated book of high-net-worth clients, trusts, and family entities.
- Assist with client account administration throughout the lifecycle: onboarding, documentation updates, account maintenance, transfers, and closures.
- Maintain accurate client records and documentation using CRM tools (Salesforce experience is an asset) and internal systems.
- Prepare and update client reports, investment summaries, and meeting materials under the direction of advisors.
- Manage documentation related to transactions and ensure timely processing and settlement of funds and securities.
- Act as a reliable point of contact for client inquiries, providing responsive and professional service.
- Liaise with custodians and external partners to support client needs and operational requirements.
- Support compliance requirements by ensuring accurate records, document retention, and regulatory adherence.
- 3-5+ years of administrative/operational experience in a wealth management, financial advisory, or investment environment.
- In-depth knowledge of various account types such as RRSPs, RRIFs, TFSAs, RESPs, non-registered accounts, trusts, and estates.
- Familiarity with investment concepts and terminology (e.g., capital gains/losses, investment income types, KYC/AML).
- Enrollment in or completion of the Canadian Securities Course (CSC) is preferred.
- Proficiency in Microsoft Office (especially Excel and PowerPoint); experience with Adobe Acrobat and Salesforce is a plus.
- Strong attention to detail, organization, and ability to manage multiple administrative tasks effectively.
- Professional communication skills and a commitment to providing excellent client service.
- Competitive salary of $60,000- $70,000, commensurate with 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.