Portfolio Administrator, Newport Life

4 weeks ago

Kitchener ON, Canada NFP Corp Full time

ABOUT NEWPORT PRIVATE WEALTH

Newport Private Wealth, a subsidiary of NFP Corp, is one of Canada's largest independent wealth management firms. We do things differently. With a focus on delivering excellent client outcomes, we work with some of the wealthiest Canadian families helping to manage their complex wealth management challenges. Newport promotes values of inclusivity, diversity, and equity and this is reflected in our interviewing, hiring and career development practices. Our goal is to create an inclusive and inspiring workplace where everyone can reach their true potential. We thank all applicants for their interest in a career with Newport Private Wealth. We will only communicate with those selected for an interview.

THE ROLE

This position will support a team of portfolio managers in providing administrative support and client administration.

THE LOCATION

401-150 Caroline Street South, Waterloo, Ontario, N2L 0A5

CLIENT ADMINISTRATION RESPONSIBILITIES

  • Assist and provide administrative support in an efficient and well-organized manner in the areas of client portfolio management and reporting, administration, account opening and maintenance, executive calendar support and clerical duties.
  • Interact with clients, custodian and other financial advisors.
  • Open new accounts; process requests for client accounts-- trades, cheques, wires deposits, transfers, and other transactions as necessary
  • Resolve trade settlement issues with custodians and internal operations staff
  • Maintain and update CRM system.
  • Coordinate the monthly KYC Update process
  • Maintain and update client accounts with the custodian
  • Prepare reports and other information for clients and portfolio managers
  • Establish and maintain high quality client files for legal, correspondence, trading, and cash activities. Adhere to record-keeping standards in accordance with regulatory and company procedures. Update and maintain client records -log emails, files, documents and other correspondence
  • Provide support to portfolio managers.
  • Perform special projects as needed

SKILLS REQUIRED

  • Minimum of 5 years relevant experience
  • Post-secondary education or equivalent experience
  • Successful completion of the Canadian Securities Course is an asset
  • Exposure to an investment management or portfolio accounting system is an asset
  • Excellent organizational, interpersonal, verbal and written skills
  • Demonstrated history of responsiveness and problem solving capabilities
  • Ability to take initiative, be accountable and work in team-oriented environment
  • Ability to work collaboratively
  • Strong Microsoft Office skills
  • Curiosity and quick learning skills

Accommodations are available on request for candidates taking part in all aspects of the selection process.

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