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Portfolio Administrator - 19175
Toronto, ON T2P 1M4 CA | Work from home flexibility TELECOMMUTE CA
Job Description
Do you have a background in wealth management administration? Are you passionate about providing top-tier client service and supporting a dynamic team? If so, we want to hear from you!
*Direct experience in wealth management is mandatory to be considered for this role.
Our client, a prestigious asset management firm, is searching for a proactive and detail-oriented Administrator to join their Private Client team in Toronto. This is a fantastic opportunity to take on a key role in a collaborative, fast-paced environment, where your contributions will directly impact client satisfaction and operational excellence. If you're looking to make a real difference while advancing your career in the wealth management industry, apply today!
Why You'll Love This Role:
- Impactful Work: You'll lead client account processes, produce insightful reports, and be the trusted point of contact for both clients and internal partners.
- Team Collaboration: Work alongside Portfolio Managers, Associates, and Administrators in a supportive and dynamic environment.
- Growth Potential: With a competitive salary, benefits, and shareholder options, this role offers both personal and professional growth opportunities.
- Flexibility: After 3 months, enjoy the flexibility of a hybrid work option.
Key Responsibilities:
- Take the lead on account management, from initiation and transfers to closures, ensuring smooth client experiences.
- Create detailed monthly and quarterly reports, presentations, and year-end tax packages.
- Maintain up-to-date records in our CRM system, tracking client contacts and essential documents.
- Manage financial transactions, including cheques, EFTs, and withdrawal requests.
- Provide clients with timely and accurate information tailored to their needs.
- Collaborate across teams to streamline processes and ensure seamless coordination.
- Help organize engaging client events and be a warm, professional first point of contact.
- Keep the office running smoothly by managing supplies and assisting with ad-hoc tasks as needed.
What You Bring to the Table:
- 3+ years of experience in a similar administrative role in wealth management.
- Canadian Securities certification (or in-progress) is a plus.
- Experience with Salesforce and proficiency in the full MS Office suite.
- A passion for delivering exceptional client service with a keen eye for detail.
- A proactive attitude, able to adapt and handle unexpected challenges.
Compensation and Benefits:
- Competitive salary range of $50,000 – $55,000 (negotiable based on experience).
- A comprehensive benefits package to support your well-being.
- Shareholder options available after 3 years.
- Hybrid work option after 3 months.
Please note: Only candidates eligible to work in Canada will be considered, and only those selected for an interview will be contacted.
Ready to take the next step in your career? Apply now and join a leading asset management firm where you can grow, contribute, and thrive!
Meet Your Recruiter
Rachael Pineau
Senior Recruitment Consultant
Office Personnel
Rachael specializes in the placement of administrative professionals and other office personnel. Combining over five years of experience in recruitment with her extensive experience in administrative roles, she brings first-hand insight into the nuances of the positions she fills. Her success with clients is rooted in a strong intuition for understanding people and her ability to think strategically. Her high fill rate and low falloff rate speak to her commitment to excellence.
When it comes to working with candidates, Rachael focuses on understanding their desires and motivations, guiding them strategically to make the right career decisions. Her honesty, transparency and strong rapport foster effective communication and trust. Her passion for recruiting stems from the satisfaction of making the perfect match, and her favourite part is the joy of getting to call a candidate to tell them they got the job. She has placed candidates at reputable organizations across a variety of industries including professional and financial services, tourism and the energy sector.
Rachael lives in Calgary and enjoys a variety of interests outside of work, including singing, roller derby, hiking, camping, drag racing and indulging nerdy crafting hobbies.