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Portfolio Administrator
7 days ago
JOB STATEMENT:
As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests.
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.
- 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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