At a Glance
- Tasks: Manage client accounts, execute trades, and support investment proposals.
- Company: Join Aviso Wealth, a leader in asset management with a focus on client satisfaction.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Dynamic team atmosphere with opportunities for career advancement.
- Why this job: Make a real impact in the investment sector while enhancing your portfolio management skills.
- Qualifications: Post-secondary degree, 3 years of investment experience, and CFA Level I pursuit.
The predicted salary is between 62100 - 75900 $ per year.
Drive your career forward with Aviso Wealth as an Asset Management Portfolio Administrator.
This role offers diverse responsibilities in portfolio administration and investment reporting.
In this essential position, you will manage Credential's SMA programs and ensure seamless operations within our Asset Management team.
Collaborating with colleagues and advisors, you will execute trades, maintain accurate records, and assist in investment proposals.
Your efforts directly contribute to enhancing client satisfaction and improving investment outcomes.
Key Responsibilities
- Oversee client account management on custodial systems
- Execute trades according to client agreements
- Implement and track trade restrictions for compliance
- Prepare monthly billings for client accounts
- Support market research for investment strategies
Requirements
- Post-secondary degree in a relevant field
- At least 3 years of experience in the investment sector
- Currently pursuing CFA Level I certification
- Strong skills in MS Office Suite, especially Excel
- English fluency required; French proficiency is a plus
Utilize your expertise in portfolio management to enhance Aviso's dedication to financial excellence and client service.
Asset Management Portfolio Administrator in Vancouver employer: Aviso
At Aviso, we pride ourselves on being an exceptional employer that fosters innovation and collaboration in the rapidly evolving field of cloud technologies. Our inclusive work culture encourages continuous learning and professional growth, providing employees with access to cutting-edge tools and resources to excel in their roles. Located in a vibrant tech hub, we offer unique opportunities to engage with industry leaders and contribute to transformative projects that enhance user experiences and operational efficiencies.
