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Portfolio Administrator - 19276
Vanvouver, BC V63 3A6 CA | Work from home flexibility TELECOMMUTE CA
Job Description
Are you experienced in wealth management administration? Do you excel at delivering outstanding client service and supporting a high-performing team? If so, we want to hear from you!
Wealth management experience is essential for this role.
Our client, a leading wealth management firm, is seeking a detail-oriented and proactive Administrator to join their team in Vancouver. This is an exciting opportunity to play a vital role in a dynamic, fast-paced environment handing trade settlements, preparing reports, and quality assurance. The Portfolio Administrator is responsible for supporting the management of investment portfolios.
Portfolio Administrator responsibilities:
- Oversee all aspects of account management, including setup, transfers, and closures, to ensure a seamless client experience.
- Prepare comprehensive monthly and quarterly reports, presentations, and year-end tax packages.
- Keep client records up to date in the CRM system, tracking key interactions and essential documents.
- Handle financial transactions such as cheque processing, EFTs, and withdrawal requests with accuracy.
- Deliver timely, precise information to clients, tailored to their specific needs.
- Work closely with internal teams to enhance efficiency and coordination.
- Assist in planning and executing client events while serving as a welcoming and professional point of contact.
- Support office operations by managing supplies and handling various administrative tasks as needed.
The successful candidate has:
- Bachelor's degree in Finance, Business, Economics or related field.Â
- 1-3 years of experience in portfolio administration, investment management, or financial services.
- Interest and understanding in financial markets, investment products, and asset management
- Experience and proficiency in Excel and other financial software and tools.
- Strong analytical, problem-solving, and organizational abilities.
- Proven ability to thrive in high-pressure environments while juggling multiple priorities.
- Exceptional communication and interpersonal skills.
- Preferred Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation (or working towards certification).
- CFA Level 1 is a plus.
Compensation and Benefits:
- Competitive salary range of $50,000 – $55,000 (negotiable based on experience).
- Career development opportunities.
- A comprehensive benefits package including health and dental benefits.
Please note: Only candidates eligible to work in Canada will be considered, and only those selected for an interview will be contacted.
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 finds joy in running and hiking. She has completed an 800km backpacking trip along the Colorado Trail and has run ten marathons. When not exploring the outdoors, she enjoys the company of her two cats with tea-themed names, Earl and Oolong.