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Portfolio Administrator
1 week ago
JOB STATEMENT:The Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to four client portfolio managers in Toronto and multiple external advisors. The Portfolio Administrator will work with the Portfolio Analysts, Portfolio Administrators, and the Toronto staff.ESSENTIAL FUNCTIONS:Providing the day-to-day administration support;Working with the Toronto Portfolio Administrators and Toronto staff to ensure work is being done for the Client Portfolio Managers in Toronto;Preparing and administering GCA and custodian new account documentation, client contracts, change requests, re-documentation and transfers;Managing and administering the existing book of business on behalf of one or more client portfolio managers;Maintaining client records on the CRM system to ensure data is accurate, current and complete;Liaising with operations staff and the custodian to follow-up with the new account process;Supporting portfolio managers and referring advisors;Preparing regular reports and client presentations to assist portfolio managers;Processing cheques, EFTs, client withdrawal requests, journals and donations;Preparing and distributing quarterly statements and year-end tax reporting packages;Reviewing tax installments, scheduled contributions/withdrawals, RIF/LIF payments, RESP grants, and management fees; andFulfilling ad-hoc requests from portfolio managers and referring advisors; andAssisting in other client administration tasks that may be required.QUALIFICATIONS:University degree, preferably in business, finance or economics3+ years of investment administration experience, especially dealing with clients and referring agents preferred Advanced skills and experience with Salesforce preferredSuccessful completion of the Canadian Securities Course preferredProven ability to manage your own work load and facilitate task management amongst a teamImpeccable time-management and interpersonal skills, and the ability to consistently meet deadlinesStrong client support experience to the level where you can anticipate client needs and requirementsAbility to show initiative and problem-solveAbility to multi-task and maintain confidentialityAbility to work independently as well as within a team environmentContinuous desire to develop one's selfExcellent written and verbal communication skillsExcellent knowledge of Microsoft Word, Excel and PowerpointCOMPENSATION:Commensurate with experience
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Portfolio Administrator
3 weeks ago
Oakville, ON, Canada Bellwether Investment Management Full timeWho We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling...
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Portfolio Administrator
3 weeks ago
Oakville, ON, Canada Bellwether Investment Management Full timeWho We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling...
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Portfolio Administrator
3 weeks ago
Oakville, ON, Canada Bellwether Investment Management Full timeWho We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling...
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Portfolio Administrator
1 week ago
Toronto, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : The Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to four client portfolio managers in Toronto and multiple external advisors. The Portfolio Administrator will work with the Portfolio Analysts, Portfolio Admini
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Portfolio Administrator
7 days ago
Toronto, Ontario, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:The Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to four client portfolio managers in Toronto and multiple external advisors. The Portfolio Administrator will work with the Portfolio Analysts, Portfolio Administrators, and the Toronto staff.ESSENTIAL FUNCTIONS:Providing...
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Portfolio Administrator
1 week ago
Toronto, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:The Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to four client portfolio managers in Toronto and multiple external advisors. The Portfolio Administrator will work with the Portfolio Analysts, Portfolio Administrators, and the Toronto staff.ESSENTIAL FUNCTIONS:Providing...
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Portfolio Administrator
1 week ago
Toronto, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : The Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to four client portfolio managers in Toronto and multiple external advisors. The Portfolio Administrator will work with the Portfolio Analysts, Portfolio Administrators, and the Toronto staff. ESSENTIAL FUNCTIONS : ...
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Portfolio Administrator
1 week ago
Toronto, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:The Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to four client portfolio managers in Toronto and multiple external advisors. The Portfolio Administrator will work with the Portfolio Analysts, Portfolio Administrators, and the Toronto staff.ESSENTIAL FUNCTIONS:Providing...
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Portfolio Administrator
1 week ago
Toronto, Ontario, Ontario, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:The Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to four client portfolio managers in Toronto and multiple external advisors. The Portfolio Administrator will work with the Portfolio Analysts, Portfolio Administrators, and the Toronto staff.ESSENTIAL FUNCTIONS:Providing...
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Portfolio Administrator
7 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 194039 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** To provide administrative and related support to the centralized portfolio management function of Scotia Private Investment Counsel. The position has an emphasis on trading support which includes, but not limited to,...
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Portfolio Administrator
7 days ago
Toronto, Ontario, Canada Scotiabank Full timeRequisition ID: 167999Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Wealth Management - Asset Management OperationsThis position is hybrid and requires working from our Toronto downtown location 2-3 days a week.Purpose of Job:The Portfolio Administrator will provide day-day support for middle office...
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Portfolio Administrator
1 week ago
Toronto, Ontario, Canada Marquest Asset Management Inc. Full timeCompany DescriptionWe are a premier investment firm offering alternative specialty product solutions to Canadian high net worth clients, businesses and advisors within the IIROC and EMD channels with a view to building long-term relationships and personalized client service. We place a high value on our team spirit, camaraderie and creating a culture where...
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Portfolio Administrator
1 week ago
Toronto, Canada Marquest Asset Management Inc. Full timeCompany DescriptionWe are a premier investment firm offering alternative specialty product solutions to Canadian high net worth clients, businesses and advisors within the IIROC and EMD channels with a view to building long-term relationships and personalized client service. We place a high value on our team spirit, camaraderie and creating a culture...
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Portfolio Administrator
1 month ago
Toronto, Canada Scotiabank Full timeThe Portfolio Administrator will function as a subject matter expert in various functional areas including, but not limited to derivative processing and settlements, collateral management, reconciliations, and administrative functions related to account setups and documentation. They will provide day-day support for middle office functions by ensuring post...
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Portfolio Administrator
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeThe Portfolio Administrator will function as a subject matter expert in various functional areas including, but not limited to derivative processing and settlements, collateral management, reconciliations, and administrative functions related to account setups and documentation. They will provide day-day support for middle office functions by ensuring post...
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Portfolio Administrator
4 weeks ago
Toronto, Canada Jarislowsky, Fraser Limited - Global Investment Management Full timeContributes to the overall success of the Operations International department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted complies with governing regulations, internal policies and procedures. **Responsibilities** - Act as the...
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Wealth Management Portfolio Administrator
4 weeks ago
Toronto, ON, Canada Chronicle Wealth Full timeWho is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...
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Wealth Management Portfolio Administrator
4 weeks ago
Toronto, ON, Canada Chronicle Wealth Full timeWho is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...
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Wealth Management Portfolio Administrator
3 weeks ago
Toronto, ON, Canada Chronicle Wealth Full timeWho is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...
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Wealth Management Portfolio Administrator
3 weeks ago
Toronto, ON, Canada Chronicle Wealth Full timeWho is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...