Overview
Portfolio Administrator Jobs in Calgary, Alberta, Canada at Morgan McKinley
On behalf of our client, a prestigious wealth management firm, we are looking for an experienced Portfolio Administrator (PA) to join their Calgary team.
We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, acaring disposition and takes pride in understanding client priorities and delivering excellent outcomes.
The successful candidate will support a team of portfolio managers in providing administrative support and client administration.
Responsibilities Assist in client portfolio management, reporting, and administrative tasks, including account opening, maintenance, and clerical duties.
Provide executive calendar support and ensure efficient organization of responsibilities.
Interact with clients, custodians, and financial advisors to facilitate seamless
communication
and service.
Open new accounts and process various client account requests, such as trades, cheques, wires, deposits, transfers, and other transactions.
Resolve trade settlement issues in coordination with custodians and internal operations staff.
Maintain and update the CRM system to ensure accurate client information and tracking.
Prepare reports and other relevant information for clients and portfolio managers.
Establish and manage high-quality client files, adhering to record-keeping standards for legal, correspondence, trading, and cash activities.
Log emails, files, documents, and correspondence to maintain accurate client records.
Provide direct support to portfolio managers, assisting with client-related tasks and operations.
Undertake special projects as assigned to meet organizational needs.
Deliver exceptional client service aligned with the standards of a boutique wealth management firm.
Ensure compliance with provincial regulations, company policies, and internal procedures applicable to client services.
Skills and Qualifications
Minimum of 3 years of experience in the wealth or investment management industry, specifically in a similar administrative or client services role
Post-secondary
education
or equivalent experience
Successful completion of the Canadian Securities Course is an asset
Exposure to an investment management or portfolio accounting system is an asset
Excellent organizational, interpersonal, verbal and written skills Demonstrated history of responsiveness and
problem solving
capabilities
Ability to take initiative, be accountable and work in a
team-oriented
environment
Ability to work collaboratively
Strong Microsoft Office skills
Benefits:
Competitive salary
and
performance-based bonuses
.
Comprehensive health, dental, and vision insurance.
Retirement savings
plan with company match.
Professional development opportunities
.
Flexible work environment
.
Title: Portfolio Administrator
Company: Morgan McKinley
Location: Calgary, Alberta, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator)
