Portfolio Administrator

Portfolio Administrator The Client: A well-established wealth management firm seeks a talented Portfolio Administrator for their growing company to assist in the construction and maintenance of portfolios for their high-net-worth clients Here is what the Portfolio Administrator opportunity offers you: A place to work where you are not a “number” but...

Portfolio Administrator The Client: A well-established wealth management firm seeks a talented Portfolio Administrator for their growing company to assist in the construction and maintenance of portfolios for their high-net-worth clients Here is what the Portfolio Administrator opportunity offers you: A place to work where you are not a “number” but...

Overview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities - Reconcile client portfolio cash balances with custodian...

On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced Portfolio Administrator (PA) to join their team. We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a caring disposition and takes...

On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced Portfolio Administrator (PA) to join their team. We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a caring disposition and takes...

We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking...

We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking...

Company Description We are a premier investment firm offering alternative specialty product solutions to Canadian high net worth clients, businesses and advisors within the IIROC and EMD channels with a view to building long-term relationships and personalized client service. We place a high value on our team spirit, camaraderie and creating a culture...

Company Description We are a premier investment firm offering alternative specialty product solutions to Canadian high net worth clients, businesses and advisors within the IIROC and EMD channels with a view to building long-term relationships and personalized client service. We place a high value on our team spirit, camaraderie and creating a culture...

Portfolio Administrator The Client:A well-established wealth management firm seeks a talented Portfolio Administrator for their growing company to assist in the construction and maintenance of portfolios for their high-net-worth clients Here is what the Portfolio Administrator opportunity offers you: A place to work where you are not a “number” but an...

OverviewThe Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities-         Reconcile client portfolio cash balances with...

On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced Portfolio Administrator (PA) to join their team.We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a caring disposition and takes pride...

On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced Portfolio Administrator (PA) to join their team.We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a caring disposition and takes pride...

On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced Portfolio Administrator (PA) to join their team. We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a caring disposition and takes...

On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced Portfolio Administrator (PA) to join their team. We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a caring disposition and takes...

On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experiencedPortfolio Administrator (PA)to join their team.We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a caring disposition and takes pride in...

On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experiencedPortfolio Administrator (PA)to join their team.We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a caring disposition and takes pride in...

Overview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow.Key Responsibilities -Reconcile client portfolio cash balances with custodian records...

Overview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow.Key Responsibilities -Reconcile client portfolio cash balances with custodian records...

On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced Portfolio Administrator (PA) to join their team.We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a caring disposition and takes pride...