Portfolio Administrator
2 weeks ago
PORTFOLIO ADMINISTRATOR
CALGARY SW
Mon-Fri
$50-56k
Group health benefits, RRSP, bonus
Our Calgary SW area client is seeking a Portfolio Administrator for their team. This is an exceptional opportunity to join a successful financial services company. Employees will have the opportunity to be part owner of the firm after a certain time period
Responsibilities
Client account opening, closing and transfers
Prepare monthly and quarterly reports, presentations and year-end tax reporting packages
Maintain client contact details and important documentation in CRM database
Take complete ownership of assigned files, identifying urgent matters
Assist with resolutions and keep files moving quickly through the process
Processing cheques, EFTs, client withdrawal and deposit/contribution requests
Provide accurate and timely information to clients
Plan and organize client events
Answer, screen, and direct phone calls
Maintain office appearance and equipment, order supplies as needed
Other duties as required
Requirements
3-4 years' office administrative experience
At least two years' experience working in the investment or financial services industry, working knowledge of investment account types
Completion (or current enrollment) in the Canadian Securities Course is an added benefit
Experience with Salesforce CRM is an asset
Intermediate level of Microsoft Office Suite including Excel, Word, Outlook and PowerPoint
Positive attitude
Ability to multi-task
Excellent communication skills both written and verbal
Passion for efficiency and customer service
Attention to detail but curios mind
Work well in team environment
Clean CRS
If you feel you possess these qualities, please forward your resume immediately
-
PIC Portfolio Administrator
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeTo work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a dedicated client...
-
Portfolio Administrator #13100
2 weeks ago
Calgary, Alberta, Canada Options Consulting Solutions Full timePORTFOLIO ADMINISTRATOR #13100FULL-TIME CALGARYSalary up to $70K with a bonusDo you have an independent and entrepreneurial spirit?Are you proactive, driven, and determined drive and create business?Do you have experience with investments and looking to learn more?The CompanyOur client is a distinguished firm in the financial services industry known for...
-
Portfolio Administrator #13100
3 weeks ago
Calgary, Alberta, Canada Options Consulting Solutions Full timePORTFOLIO ADMINISTRATOR #13100FULL-TIMECALGARYSalary up to $70K with a bonusDo you have an independent and entrepreneurial spirit?Are you proactive, driven, and determined drive and create business?Do you have experience with investments and looking to learn more?The CompanyOur client is a distinguished firm in the financial services industry known for their...
-
Portfolio Administrator #13100
1 week ago
Calgary, Alberta, Canada Options Consulting Solutions Full timePORTFOLIO ADMINISTRATOR #13100 FULL-TIME CALGARY Salary up to $70K with a bonus Do you have an independent and entrepreneurial spirit? Are you proactive, driven, and determined drive and create business? Do you have experience with investments and looking to learn more? The Company Our client is a distinguished firm in the financial services industry...
-
Real Estate Portfolio Administrator
6 days ago
Calgary, Alberta, Canada Equium Group Full timeJob DescriptionThe Commercial Property Administrator will be responsible for assisting with the day-to-day management of the portfolio. Key responsibilities include:Liaising with tenants and managing all communicationOrganizing property/tenant filesReviewing and analyzing leases, issuing rental letters, and entering tenant leases into MRIPreparing weekly...
-
Calgary, Alberta, Canada Leith Wheeler Investment Counsel Ltd. Full timeWe are seeking a dynamic and proactive administrator to provide operational support to the Private Client team in our Calgary office. This role encompasses administration and some reception duties, requiring the successful candidate to work closely with Portfolio Managers, Associates, and Administrators, providing accurate and timely information and service...
-
Portfolio Management Professional
7 days ago
Calgary, Alberta, Canada Options Consulting Solutions Full timeJob OverviewThe Portfolio Administrator role at Options Consulting Solutions is a dynamic and challenging position that requires exceptional organizational skills, attention to detail, and the ability to work collaboratively in a fast-paced environment.As a key member of our team, you will be responsible for supporting Portfolio Managers with various tasks...
-
Portfolio Leadership Specialist
4 days ago
Calgary, Alberta, Canada CareerArc Full timeAbout Paladin SecurityWe are a dynamic and growing security company committed to delivering exceptional service and creating a safe and friendly environment for our clients and employees.Job OverviewThe Site Security Manager (SSM) plays a critical role in leading and managing a portfolio of sites, driving business growth, and improving operational...
-
Portfolio Management Analyst, Wealth
17 hours ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeOur client, a registered Independent Fund Manager, is looking for a well-organized Portfolio Management Analyst to oversee and support many elements of the Firm's pooled funds and investment operations. We want to help them find YOU: an ambitious BCom/Finance graduate who wants to continue developing a career working closely with independent Investment PMs....
-
Portfolio Manager
17 hours ago
Calgary, Alberta, Canada Servus Credit Union Full timePosting Closes: August 13, 2024Employment Status: full time temporary contract position*Please Note: Preference for in-person applicants. Candidates living outside of Calgary will be considered for a remote work option should their existing skillset be strongly aligned. "As we come together as one amalgamated Credit Union, this internal opportunity is...
-
Administrative Specialist
5 days ago
Calgary, Alberta, Canada Scotiabank Full timeTitle: Administrative Specialist - 12 monthsRequisition ID: 221158Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.Is this role right for...
-
Administrative Support Specialist
5 days ago
Calgary, Alberta, Canada Scotiabank Full time**Job Overview**Scotiabank is seeking an Administrative Support Specialist to provide administrative and operational support to Financial Consultants and Portfolio Managers.
-
Property Portfolio Manager
2 days ago
Calgary, Alberta, Canada CIR REALTY Full timeCIR REALTY Property Management is a leading property management company that prides itself on delivering exceptional service to property owners and tenants. Our team excels at professionalism, efficiency, and effective communication, ensuring a seamless rental experience for all stakeholders.We are seeking a detail-oriented Property Manager to join our...
-
Administrative Specialist
16 hours ago
Calgary, Alberta, Canada Scotiabank Full timeRequisition ID: 221158Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.Is this role right for you? In this role you will:Process...
-
Portfolio Manager
4 weeks ago
Calgary, Alberta, Canada Bank of Montreal Full timeAchieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the...
-
Client Portfolio Coordinator
5 days ago
Calgary, Alberta, Canada Scotiabank Full timeJob Overview">The Portfolio and Client Support Specialist plays a crucial role in ensuring the success of the operation department at Scotiabank. As a key member of the team, you will be responsible for executing specific individual goals, plans, and initiatives that support the business strategies and objectives of the operation department.">Key...
-
Commercial Property Management Administrator
6 days ago
Calgary, Alberta, Canada Equium Group Full timeEquium Group, founded in Calgary in 2011, is a fully integrated real estate organization specializing in condominium, commercial, and residential real estate services. With a current portfolio valued at over $6 billion dollars, Equium Group offers property management, construction, marketing, leasing, and private mortgages. The company has received multiple...
-
Commercial Property Administrator
2 weeks ago
Calgary, Alberta, Canada Equium Group Full timeCompany DescriptionEquium Group, founded in Calgary in 2011, is a fully integrated real estate organization specializing in condominium, commercial, and residential real estate services. With a current portfolio valued at over $6 billion dollars, Equium Group offers property management, construction, marketing, leasing, and private mortgages. The company has...
-
Property Administrator
17 hours ago
Calgary, Alberta, Canada TalentSphere Staffing Solutions Full timeProperty AdministratorCommercial Real EstateCalgary, AlbertaFull-Time, PermanentOur client is a local third-party property and asset management company. This is an entrepreneurial group that are known for their straightforward approach and attention to detail. They have grown quickly since their inception and have worked hard to keep a very open and...
-
Portfolio Manager
2 weeks ago
Calgary, Alberta, Canada Synergie Full timeGroup health benefits, RRSP, bonus This is an exceptional opportunity to join a successful financial services company. Client account opening, closing and transfers Prepare monthly and quarterly reports, presentations and year-end tax reporting packages Maintain client contact details and important documentation in CRM database Take complete ownership of...