Portfolio Administrator

7 days ago

Calgary, Alberta, Canada Guardian Capital Advisors LP Full time

JOB STATEMENT:


As a part of a small team, the Office Services and 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 Office Services and 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; and
  • Manage ordering supplies for the office and office expenses with GCA Senior Executives.
Portfolio Administrator (95%)

  • Assist with new account documentation, client contracts, change requests, redocumentation and followups;
  • 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 headoffice and custodian to manage and followup 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 yearend tax reporting packages;
  • Fulfill adhoc requests from Client Portfolio Managers and supervisor; and
  • And other client administration tasks that may be required.

QUALIFICATIONS:

  • College diploma or University degree
  • 3 5 years administration experience, especially dealing with clients and referring agents
  • Canadian Security Course or equivalent preferred
  • Experience with Microsoft Dynamics (CRM) and Salesforce
  • Previous work as a book keeper and or tax preparer preferred
  • Strong timemanagement and interpersonal skills, and the ability to consistently meet deadlines
  • Must have proven faculty of showing initiative and problemsolving skills
  • Must have capacity to multitask and maintain confidentiality
  • Ability to work independently, as well as within a team environment
  • Excellent written and verbal communication skills

COMPENSATION:

  • Commensurate with experience

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