Portfolio Administrator
6 months ago
Responsibility Areas:
- 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 and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible.
- Processing cheques, EFTs, client withdrawal and deposit/contribution requests
- Provide accurate and timely information to clients
- Coordinate information and tasks with internal and external partners, and assist with organizing meetings
- Plan and organize client events
- Answer, screen, and direct phone calls
- Welcome people in a friendly and professional manner
- Maintain office appearance and equipment, order supplies as needed
- Assisting the team in timely resolution of unexpected issues/tasks that may arise
Qualification and Experience:
- 3-4 years’ office administrative experience
- 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 proficiency in:
- Excel
- Word (version control, document polishing)
- PowerPoint (making presentations)
- Outlook
Attributes for Success:
- Positively contributing to our Culture Blueprint: Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
- Exceptional ability to manage multiple tasks and changing priorities
- Excellent writing skills
- Exceptional verbal communication skills, and demonstrated ability to interact with clients
- A dual passion for operational efficiency and client service
- Attention to detail; and an inquisitive mind
- Possess great initiative and problem-solving skills
- Ability to collaborate and thrive in a team-based environment
Pay: $50,000.00-$55,000.00 per year
**Benefits**:
- Dental care
- Life insurance
- Paid time off
- Vision care
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
**Education**:
- Bachelor's Degree (preferred)
Work Location: In person
-
Pic Portfolio Administrator
4 days ago
Calgary, Canada Scotiabank Full timeRequisition ID: 211863 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** To 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...
-
Investment Portfolio Administrator
2 weeks ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timeWe are seeking an experienced Investment Portfolio Administrator to join our team at Blue Chip Recruiting Ltd. in Calgary, Alberta.The estimated salary for this position is $85,000 - $110,000 per year, depending on experience and qualifications.Job DescriptionResponsibilities:Maintain and reconcile client portfolio data and pooled funds, analyzing...
-
PIC Portfolio Administrator
5 days ago
Calgary, Canada Scotiabank Full timeRequisition ID: 211863Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose To 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. ...
-
Manager, Enterprise Portfolio Governance
4 weeks ago
Calgary, Canada AltaGas Full timeJob Description AltaGas - Manager, Enterprise Portfolio Governance The Manager, Enterprise Portfolio Governance will have experience building and managing mature Program Management Office functions; this includes developing people, process, and technology components necessary to ensure project level delivery capabilities are consistent, repeatable and...
-
Property Portfolio Manager
3 weeks ago
Calgary, Alberta, Canada Associa Full timeJob DescriptionC-Era Property Management & Realty, an Associa Company, is seeking a skilled Condominium Manager to join our team.Job SummaryWe are passionate about our services and live for our customers. As a licensed Condominium Manager, you will be responsible for the relationship management with our clients, handling day-to-day operational, maintenance,...
-
Portfolio Management Analyst, Wealth
6 months ago
Calgary, 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...
-
Portfolio Management Officemanager
6 months ago
Calgary, Canada BURNCO LLC Full time**Rock it with BURNCO!!!** **BURNCO** is a rock-solid business supplying aggregate construction materials in Canada and the US. We have been supporting family values and building for the next generation for over a hundred years, and we need you to make the next hundred even better. Be a part of moving our business out of the Flintstones era and into the...
-
Associate Portfolio Manager
2 months ago
Calgary, Canada Richardson Wealth Ltd Full time**About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...
-
Portfolio Services Officer
3 months ago
Calgary, Canada BGIS Full timeWho We Are BGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6, 500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients’ businesses. Globally, we manage over...
-
Portfolio Manager
4 months ago
Calgary, 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...
-
Facilities Portfolio Manager
2 weeks ago
Calgary, Alberta, Canada Ainsworth Full timeJob Summary We are seeking an experienced Facilities Portfolio Manager to oversee operations and budget management for our assigned portfolio. This role is responsible for ensuring compliance with contract obligations, achieving facility uptime objectives, and maintaining safe and reliable operations across managed facilities. About Us Ainsworth is a...
-
High-Rise Property Portfolio Manager
3 weeks ago
Calgary, Alberta, Canada Associa Full timeAt C-Era Property Management & Realty, An Associa Company, delivering exceptional service is our core value. We are passionate about exceeding expectations and living up to our customers' needs.We have high standards, and a career at C-Era means challenging yourself to continuously improve.This position involves managing relationships with clients,...
-
Commercial Banking Portfolio Manager
2 weeks ago
Calgary, Alberta, Canada BANK OF CHINA Full timeJob OverviewWe are seeking a highly skilled Commercial Banking Portfolio Manager to join our team at the Bank of China. As a key member of our commercial banking team, you will be responsible for managing a portfolio of commercial clients and developing business opportunities to drive growth.Estimated Salary: $80,000 - $120,000 per yearJob DescriptionThe...
-
Senior Real Estate Portfolio Manager
2 weeks ago
Calgary, Alberta, Canada CP Full timeAbout the RoleWe are seeking a highly skilled Senior Real Estate Portfolio Manager to join our team at CP. This is an excellent opportunity for an experienced professional to leverage their expertise in real estate transactions and portfolio management to drive business growth.Job DescriptionThe Senior Real Estate Portfolio Manager will be responsible for...
-
Senior Accountant
2 months ago
Calgary, Canada EDF Full timeScope of Position EDF Renewables North America is a market-leading independent power producer and service provider with over 35 years of experience. We deliver grid-scale power: wind (onshore and offshore), solar photovoltaic, and storage projects; distribution-scale power: solar and storage; asset optimization: technical, operational, and...
-
Financial Portfolio Strategist
2 weeks ago
Calgary, Alberta, Canada Servus Credit Union Full timeLocation: Southwest CalgaryWe are seeking a seasoned Portfolio Manager to join our Stride Capital team at Servus Credit Union.About the Role:The successful candidate will have extensive experience in the equipment leasing industry, with a strong understanding of business credit and security documents, as well as contract law as it pertains to security...
-
Client and Portfolio Administrator
3 months ago
Calgary, Canada Jarislowsky Fraser Full time**Requisition ID**: 206527 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Jarislowsky, Fraser Limited is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and individuals in...
-
Property Administrator
6 months ago
Calgary, Canada Aspen Properties Full timeAt Aspen our Vision is to remain a highly respected boutique real estate company and employer of choice. We will continue to earn exceptional returns by adding value through ownership, management and development opportunities. Through our Purpose, Aspen Properties is passionate about creating value for our team and community. We pride ourselves on our Core...
-
Project Administrator
6 months ago
Calgary, Canada City of Calgary Full timeIf you are committed to public service, enjoy collaborating with others, share our values and have a desire to learn and grow, join The City of Calgary. City employees deliver the services, run the programs and operate the facilities which make a difference in our community. We support work-life balance, promote physical and psychological safety, and offer...
-
Real Estate
1 week ago
Calgary, Canada WestJet Full time**Why WestJet**: Every WestJet journey has the potential to enrich lives; a career with us is no exception. WestJet arrived on the Canadian airline scene in 1996 and changed the industry for the better. We made air travel more affordable for Canadians and now we're going global. **Join us, this is where your story takes off.** **Hybrid Work**: This is a...