Portfolio Administrator

The Portfolio Administrator will function as a subject matter expert in various functional areas including, but not limited to derivative processing and settlements, collateral management, reconciliations, and administrative functions related to account setups and documentation. They will provide day-day support for middle office functions by ensuring post...

WHO WE ARE HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse...

Requisition ID: 198556Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Portfolio Administrator will function as a subject matter expert in various functional areas including, but not limited to derivative processing and settlements, collateral management, reconciliations, and administrative functions...

Requisition ID: 198556 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Portfolio Administrator will function as a subject matter expert in various functional areas including, but not limited to derivative processing and settlements, collateral management, reconciliations, and administrative...

   Requisition ID: 198556Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Portfolio Administrator will function as a subject matter expert in various functional areas including, but not limited to derivative processing and settlements, collateral management, reconciliations, and administrative...

Is this role right for you? In this role you will: Provide daily coverage on the Reconciliation desk, supporting the team with Market Openings, Broker onboarding and New Account setups Ensure that any potential risk to the business is acted upon in a prompt and informed manner Ensure that account information is accurate in the systems and on...

**Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

WHO WE ARE HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse...

**Job Title** Lease Analyst, Portfolio Administration **Job Description Summary** Under limited supervision, perform leased property administration maintaining accurate data in client’s database, produce reports, review and reconcile payment transactions to Landlords, maintain strong client and landlord relationship and communications **Principal...

**Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

**ABOUT NEWPORT PRIVATE WEALTH** Newport Private Wealth, a subsidiary of NFP Corp, is one of Canada's largest independent wealth management firms. We do things differently. With a focus on delivering excellent client outcomes, we work with some of the wealthiest Canadian families helping to manage their complex wealth management challenges. Newport promotes...

Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

Who is Chronicle Wealth?  Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

ABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...

ABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...

ABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...