Wealth Management Portfolio Administrator
3 weeks ago
Who 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 our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits.Your Role: Chronicle Wealth is searching for a Wealth Management Portfolio Administrator to join our growing team. This role is suitable for a highly organized, detailed-oriented individual who is client-focused and a team player. This is a great opportunity to join a growing wealth management firm with a strong team culture.Your Responsibilities: Work collaboratively with the Advisor team to lead prospective clients through the onboarding process and make their transition to Chronicle Wealth as seamless as possiblePlay a lead role in the quarterly account billing processGenerate ad-hoc, interim and regular investment account statementsLiaise with third-party fund custodians and portfolio management software providers to resolve issues in a timely mannerSupport Portfolio Managers in processing trades and other account transactionsMaintain accurate client information and filesPartner with the firm’s Chief Compliance Officer to ensure all compliance paperwork is up-to-datePrepare materials for key initiatives and support the Executive team on special projectsWork with the Executive team to drive a culture focused on accountability, respect, diversity, quality, and world-class client experiencesHandle communication, scheduling, and other administrative duties as requiredDevelop your knowledge of wealth management, tax and estate planning, and insurance and risk management so you can contribute most effectively to our client relationships Education, Experience and Skills:University Degree or College Diploma is preferred2+ years of administrative experience in the investment and financial services sectors preferred, or related experienceSuperior attention to detail and organizational skillsSelf-motivated, results oriented, and pro-activeExperience with National Bank Independent Network (NBIN) platform is considered a plusComfortable working with CRM systems (Microsoft Dynamics is considered a plus)Experience working with on-line service portals, Adobe and Docusign, as well as Microsoft Excel, Word, and DynamicsExceptional interpersonal and relationship management skills to build rapport with clients and colleaguesDemonstrated exceptional client service skills, willing to go above and beyond to ensure client needs are met All applications should include a resume and cover letter. Please address cover letters to the attention of Brian McKenzie, Partner, Chronicle Wealth. All applications should be sent to HR@chroniclewealth.com no later than June 14, 2024.
-
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...
-
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...
-
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...
-
Wealth Management Portfolio Administrator
2 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...
-
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...
-
Wealth Management Portfolio Administrator
5 days ago
Toronto, Ontario, 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...
-
Wealth Management Portfolio Administrator
4 days ago
Toronto, Ontario, Canada Chronicle Wealth Full timeWho is Chronicle Wealth?Chronicle Wealth is a top-tier multi-family office that offers expert wealth management services to highly successful Canadian families. With a diverse team, we provide strategic investment, insurance, risk management, tax and estate planning, and financial advice to our clients. Our goal is to simplify and enhance our clients'...
-
Wealth Management Portfolio Administrator
4 weeks ago
Toronto, 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...
-
Wealth Management Portfolio Administrator
4 weeks ago
Toronto, 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...
-
Wealth Management Portfolio Administrator
3 weeks ago
Toronto, 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...
-
Wealth Management Portfolio Administrator
3 weeks ago
Toronto, 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...
-
Wealth Management Portfolio Administrator
3 weeks ago
Toronto, 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...
-
Wealth Management Portfolio Administrator
3 weeks ago
Toronto, 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...
-
Wealth Management Portfolio Administrator
5 days ago
Toronto, Ontario, Canada Chronicle Wealth Full timeWho is Chronicle Wealth? Chronicle Wealth stands out as a top-notch multi-family office offering personalized wealth guidance to prosperous Canadian families. Our diverse team delivers strategic investment, insurance and risk management, tax and estate planning, along with financial advice to our esteemed clients. Our primary goal revolves around simplifying...
-
Wealth Management Portfolio Administrator
3 weeks ago
Toronto, 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 ad
-
Private Wealth Portfolio Manager
5 days ago
Toronto, Ontario, Canada iA Private Wealth Inc. Full timeDescription JOB PURPOSE: This role will supervise and manage the assets of a suite of existing investment funds in accordance with their pre-established investment policies as described in their offering documents. The PM will also work closely with the investment committees of the funds to coordinate investment decisions during investment committee...
-
Private Wealth Portfolio Manager
2 weeks ago
Toronto, Canada iA Private Wealth Inc. Full timeDescription JOB PURPOSE: This role will supervise and manage the assets of a suite of existing investment funds in accordance with their pre-established investment policies as described in their offering documents. The PM will also work closely with the investment committees of the funds to coordinate investment decisions during investment...
-
Portfolio Administrator, Newport Life
1 week ago
Toronto, 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...
-
Portfolio Administrator, Newport Life
3 weeks ago
Toronto, 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...
-
Portfolio Administrator, Newport Life
3 weeks ago
Toronto, 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...
