Wealth Management Portfolio Administrator Toronto

Elevate your career as a Portfolio Administrator with a leading wealth management firm in Toronto. This role focuses on client administration and portfolio support within a team-oriented environment. The successful candidate will have at least two years of experience in wealth or investment management.

You will assist portfolio managers in tasks like account management, report preparation, and maintaining client records. Your client-centric approach will enhance communications with clients and financial advisors. Key Responsibilities:

• Support portfolio managers with administrative tasks
• Assist in opening and maintaining client accounts
• Provide clients with timely updates and reports
• Maintain a CRM system with accurate client information
• Ensure compliance with regulations and internal procedures Requirements:
• Minimum 2 years in wealth or investment management
• Post-secondary education or equivalent experience
• Completion of the Canadian Securities Course is a plus
• Strong organizational and communication skills
• Ability to work collaboratively in a team Provide exceptional client service and operational support in a prestigious wealth management setting.