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Account Administrator, Newport Life

3 months ago

Toronto, Ontario, 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
Toronto, Ontario

Responsibilities

  • Assist and provide administrative support in an efficient and wellorganized manner in the areas of client access, data cleanup, and various other clerical
and administrative duties.

  • Maintain and update the CRM system.
  • Provide support to portfolio administrators as needed.
  • Assist with the opening of new accounts.

Personal Characteristics

  • Strong moral character including a clientcentric approach
  • Motivated and selfstarting achiever
  • Demonstrates initiative
  • Goal oriented
  • Exemplary communication and relationship development skills
  • Team orientation and willingness to collaborate
  • Detail oriented
  • Professional in conduct and appearance

Skills Required:

  • Minimum of 2 years relevant experience
  • Excellent organizational, interpersonal, verbal and written skills
  • Postsecondary education or equivalent experience
  • Exposure to an investment management or portfolio accounting system is an asset
  • Demonstrated history of responsiveness and problem solving capabilities
  • Ability to take initiative, be accountable and work in a teamoriented environment
  • Ability to work collaborativel
  • Strong Microsoft Office skills, specifically Excel