Associate Portfolio Administrator

7 days ago

Oakville, Canada Bellwether Investment Management Inc. Full time

**Duties and responsibilities**:

- **Relationship Manager**_
- Liaise with and respond to requests from clients, custodians, Portfolio Managers, Advisors and Relationship Managers
- Ongoing relationship management with clients, including servicing of daily ad-hoc client and Portfolio Manager requests
- Work with team to manage outgoing and incoming communications, improve processes and assist with event management and coordination of other marketing activities
- Other responsibilities as dictated by the needs of the business in the areas of sales, client service, and administration.
- Take on additional responsibilities with an attitude of doing whatever needs to be done to help the team achieve success.

**_Account opening / Administration_**
- Facilitate account opening, closing and ongoing administration with clients, Custodians, Advisors, Relationship Managers and Portfolio Managers
- Ensure new client paperwork is complete and filed accordingly.
- Follow-up on deficient paperwork.
- Set up and monitor account transfers through to completion
- Set up automatic withdrawals/deposits, wires, EFT’s etc
- Assist in review of new account openings
- Update internal record keeping system during client transitions
- Daily upload of client account activity from Custodians and subsequent reconciliation of accounts
- Monthly follow-up on DSC Mutual Fund information
- Create and mail Welcome Packages for new clients
- Review / Correct and mail Quarterly client Statements
- Ongoing general administrative support

**Qualifications**
- Strong computer skills including Microsoft Office suite
- Canadian Securities Course or other industry or college courses in the area of financial services or investment management would be an asset
- Collaborative spirit and comfortable working both in a team environment & on individually assigned tasks
- Can-do roll up the sleeves attitude, quick learner with a thirst for knowledge and the ability to excel in a fast paced, quick-change environment
- Post-Secondary education in business is an asset but not a requirement

**Working conditions**

Position reports to our Oakville office, with the option to work remotely 2 days per week

**Job Types**: Full-time, Permanent

Additional pay:

- Bonus pay

**Benefits**:

- Company events
- Dental care
- Employee assistance program
- Employee stock purchase plan
- Extended health care
- On-site parking
- Paid time off
- RRSP match
- Stock options
- Tuition reimbursement
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Oakville, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (preferred)

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