Portfolio Administrator
3 months ago
JOB STATEMENT:As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful candidate will receive training and support from the Portfolio Analyst and Guardian Capital Advisor staff.ESSENTIAL FUNCTIONS:Office Services (5%)Day to day office service support;Support front desk duties including couriers and mail for GCA Calgary office;Set up for client meetings, including arranging for catering;Ensure that the GCA Calgary office is in order and act as a point of contact with building management for services needed for GCA Calgary; andManage ordering supplies for the office and office expenses with GCA Senior Executives.Portfolio Administrator (95%)Assist with new account documentation, client contracts, change requests, re-documentation and follow-ups;Champion the maintenance of physical client file folders;Work with the Portfolio Administrators and Salesforce SME, to ensure Salesforce data is accurate, current, and complete;Ensure that paper documentation is properly accounted for and scanned into Salesforce;Lead the coordination to make the Calgary GCA office paperless;Liaison with head-office and custodian to manage and follow-up on outstanding regulatory client forms;Prepare and coordinate physical documents and packages, including client presentation packages for CPMs and welcome packages for clients;Help lead the coordination and distribution of quarterly statements and year-end tax reporting packages;Fulfill ad-hoc requests from Client Portfolio Managers and supervisor; andAnd other client administration tasks that may be required.QUALIFICATIONS:College diploma or University degree3- 5 years administration experience, especially dealing with clients and referring agentsCanadian Security Course or equivalent preferredExperience with Microsoft® Dynamics (CRM) and SalesforcePrevious work as a book keeper and or tax preparer preferredStrong time-management and interpersonal skills, and the ability to consistently meet deadlinesMust have proven faculty of showing initiative and problem-solving skillsMust have capacity to multi-task and maintain confidentialityAbility to work independently, as well as within a team environmentExcellent written and verbal communication skillsCOMPENSATION:Commensurate with experience
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Portfolio Administrator
2 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT: As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The...
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Portfolio Administrator
2 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT: As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The...
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Portfolio Administrator
2 months ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The...
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Portfolio Administrator
3 months ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Port
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Portfolio Administrator
2 months ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful...
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Portfolio Administrator
1 day ago
calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The...
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Portfolio Administrator
3 months ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful...
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Portfolio Administrator
3 months ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful...
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Portfolio Administrator
3 months ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The...
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Portfolio Administrator
3 months ago
Calgary, Alberta, Calgary region, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful...
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Portfolio Administrative Assistant
2 weeks ago
Calgary, Alberta, Canada BGIS Full timeAbout BGISBGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients' businesses.Our ServicesWe manage over 320...
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Portfolio Administrative Assistant
2 weeks ago
Calgary, Alberta, Canada BGIS Full timeAbout BGISBGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients' businesses.Our ServicesWe manage over 320...
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Administrative Portfolio Coordinator
1 week ago
Calgary, Alberta, Canada BGIS Full timeAbout BGISBGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients' businesses.Our ServicesWe manage over 320...
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Administrative Portfolio Coordinator
2 weeks ago
Calgary, Alberta, Canada BGIS Full timeAbout BGISBGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients' businesses.Our ServicesWe manage over 320...
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Portfolio Manager
3 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeAs a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The successful candidate will receive training and support from the Portfolio Analyst and Guardian Capital Advisor staff.Office Services...
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Portfolio Manager
1 month ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeAs a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The successful candidate will receive training and support from the Portfolio Analyst and Guardian Capital Advisor staff.Office Services...
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Portfolio Manager
2 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeAs a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The successful candidate will receive training and support from the Portfolio Analyst and Guardian Capital Advisor staff. Office Services...
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Portfolio Coordinator
11 hours ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob Statement:As a key member of our small team at Guardian Capital Advisors LP, the Portfolio Administrator will play a vital role in various client reporting responsibilities and provide support to Calgary client portfolio managers. This role will involve working closely with the Supervisor, Portfolio Administration, and the Portfolio Analyst to ensure...
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Portfolio Coordinator
15 hours ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob Statement:As a key member of our small team at Guardian Capital Advisors LP, the Portfolio Administrator will play a vital role in various client reporting responsibilities and provide support to Calgary client portfolio managers. This role will involve working closely with the Supervisor, Portfolio Administration, and the Portfolio Analyst to ensure...
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Portfolio Coordinator
1 week ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob SummaryWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will be responsible for providing exceptional client service and support to our portfolio managers and clients.Key ResponsibilitiesClient Reporting and Support: Assist with...
