Portfolio Administrator
3 days ago
Job description
**Who we are**: We are a well-established financial services office located in Markham. We invest and manage $350M of our clients’ life savings. We work together as a team to assist our clients in all aspects of personal finance including investments, taxation, insurance, and will/estate planning.
No selling is required by anyone here, as we don’t engage in any marketing. Rather, we focus our efforts on ensuring the highest-quality work, and this keeps us very busy. So much so, we are now looking to add additional Portfolio Administrators to further enhance our team, and the value we bring to our clients.
**Who you are**: You are someone with at least three years of Financial Services experience and are familiar with basic investment products (stocks, bonds, GICS, mutual funds) and various account types (such as RSPs, RIFs, TFSAs). We are excited to train you over time with the other areas in which we work.
You are thorough, value accuracy, and feel that attention to detail matters. You prefer a busy day, and thrive in a professional environment. You enjoy variety in your work, and are excited for an opportunity to learn and broaden the scope of your skills.
Lastly, being part of an ethical team - that truly put clients’ interests first - is very important to you.
**What we offer**:A full-time permanent position working in our office, starting immediately. We offer a competitive salary (commensurate with experience) and annual bonus program, as well as comprehensive employee benefits.
We offer almost unlimited opportunities to learn about personal finance and (while not required) are excited to offer financial support for those wanting to pursue professional courses and designations.
Additional pay:
- Bonus pay
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
Schedule:
- Monday to Friday
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