At a Glance
- Tasks: Support a Portfolio Manager with client account administration and reporting.
- Company: Boutique recruitment agency in Vancouver, representing a respected investment counsel firm.
- Benefits: Health benefits, RRSP contributions, three weeks' vacation, and hybrid work flexibility.
- Other info: Opportunity for long-term career growth in a supportive environment.
- Why this job: Join a close-knit team and make a real impact on high-net-worth clients.
- Qualifications: Experience in investment management, strong communication skills, and attention to detail.
The predicted salary is between 62100 - 75900 $ per year.
Humans of HR is an upcoming boutique recruitment agency in Vancouver and is very quickly becoming the go-to agency for hiring and placement of skilled corporate professionals.
Combined with our vast network and extraordinary customer-centric approach, we are the obvious choice in helping you find your next home.
We're recruiting on behalf of a well-established, independent investment counsel firm in Calgary for a Portfolio Administrator to join their Private Client team.
This is a great opportunity for a detail-oriented, client-focused professional who takes pride in delivering a white-glove experience.
You'll work closely with a Portfolio Manager and a small, close-knit team, supporting high-net-worth clients and families and helping keep their accounts running smoothly.
Key Responsibilities
- Support a Portfolio Manager with the day-to-day administration of private client accounts
- Open, transfer and close accounts in line with regulatory requirements
- Process client transactions, contributions and withdrawals, and coordinate cash settlements
- Prepare monthly and quarterly client reports, year-end tax packages and client presentations
- Respond to client calls and emails promptly, and follow inquiries through to resolution
- Keep client records accurate and up to date in the CRM
- Coordinate client meetings and help plan client events
- Share front-office duties with the team, including greeting visitors, answering calls and general office organization
- Take on ad hoc requests and time-sensitive tasks as they come up
What You Bring
- Several years of experience in the investment or wealth management industry, with knowledge of investment account types
- Canadian Securities Course (CSC) completed or in progress
- Salesforce experience is an asset
- Strong working knowledge of Excel, Word, Power Point, Outlook and Adobe
- Excellent written and verbal communication skills
- A warm, professional and client-first approach
- Strong attention to detail and the ability to juggle shifting priorities
- A team player who thrives in a collaborative, social office environment
- What's on Offer
- A stable, highly respected independent firm with a long-term, client-first philosophy
- A supportive, close-knit team culture
- Hybrid flexibility after an initial in-office onboarding period
- Health benefits from day one, RRSP contribution and three weeks' vacation
- Long-term growth, with the opportunity to build a lasting career with the firm
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Portfolio Administrator in Calgary employer: Humans of HR
Humans of HR is an exceptional employer, offering a dynamic and collaborative work culture in the heart of Vancouver. As a Senior Supply Chain Manager, you will have the opportunity to influence supply chain strategy within a well-established organization that values employee growth and development. With a focus on teamwork and innovation, this role provides a unique chance to shape a growing function while enjoying long-term career stability and advancement opportunities.
