Join Guardian Capital Group as a Portfolio Administration Analyst where your Excel and systems expertise will shine. Support high-net-worth clients and ensure precise account management in this dynamic role.
As a Portfolio Administration Analyst, you will support the private wealth management team, focusing on service excellence for both onshore and offshore clients. Your proficiency in Excel, Salesforce, and relevant financial systems will facilitate efficient daily administration. You will also contribute to error tracking and client onboarding processes.
Key Responsibilities:
- Maintain reporting for sensitive client accounts
- Conduct monthly reconciliation of client accounts
- Troubleshoot issues within Eagle accounting system
- Aid front office inquiries regarding client accounts
- Assist in documentation of trade errors
Requirements:
- Bachelor's degree in business or related field
- CSC course completion
- Minimum 2 years in the securities industry
- Expertise in Eagle and Charles River
- Advanced Power Platform skills
Utilize your analytical skills to enhance client services at Guardian Capital Group.
Experienced Portfolio Analyst Wanted at Guardian in Toronto employer: Guardian Capital Advisors
Guardian Capital Group Limited is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals seeking to grow in the financial services sector. With a strong commitment to employee development, Guardian offers numerous opportunities for advancement and skill enhancement, particularly for those in roles like Portfolio Administration Analyst. Located in Toronto, employees benefit from a vibrant city atmosphere while being part of a global organization that values diversity and inclusion.
