Current jobs related to Portfolio Administrator - Vancouver, British Columbia - Aviso Wealth
-
Portfolio Administrator
2 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Portfolio Administrator provides administrative support to the Regional Administrative Services Manager and is responsible for portfolio administration, tenant support functions, accounts payable, and other administrative tasks. The successful candidate will have a high school diploma or equivalent, with completion of post-secondary courses in...
-
Portfolio Administrator
2 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timePOSITION SUMMARYThe Portfolio Administrator provides administrative support in the delivery of supportive housing options to vulnerable populations in Greater Vancouver, Lower Mainland, Fraser Valley, and Sunshine Coast. This role involves frequent liaison with non-profit societies, community groups, health authority agents, government agencies, and staff...
-
Portfolio Administrator
4 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Orange Hall Team Assistant provides administrative support to the Regional Administrative Services Manager and contributes to the delivery of supportive housing options to vulnerable populations in Greater Vancouver, Lower Mainland, Fraser Valley, and Sunshine Coast. This role involves portfolio administration, tenant support functions,...
-
Portfolio Administrator
4 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Orange Hall Team Assistant provides administrative support to the Regional Administrative Services Manager and contributes to the delivery of supportive housing options to vulnerable populations in Greater Vancouver, Lower Mainland, Fraser Valley, and Sunshine Coast. This role involves portfolio administration, tenant support functions,...
-
Portfolio Administrator
1 month ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Orange Hall Team Assistant provides administrative support to the Regional Administrative Services Manager and contributes to the delivery of supportive housing options to vulnerable populations in Greater Vancouver, Lower Mainland, Fraser Valley, and Sunshine Coast. This role involves portfolio administration, tenant support functions,...
-
Portfolio Administrator
1 month ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Orange Hall Team Assistant provides administrative support to the Regional Administrative Services Manager and contributes to the delivery of supportive housing options to vulnerable populations in Greater Vancouver, Lower Mainland, Fraser Valley, and Sunshine Coast. This role involves portfolio administration, tenant support functions,...
-
Portfolio Administrator
1 month ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Orange Hall Team Assistant provides administrative support to the Regional Administrative Services Manager and contributes to the delivery of supportive housing options to vulnerable populations in Greater Vancouver, Lower Mainland, Fraser Valley, and Sunshine Coast. This role involves portfolio administration, tenant support functions,...
-
Portfolio Administrator
4 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Orange Hall Team Assistant provides administrative support to the Regional Administrative Services Manager and contributes to the delivery of supportive housing options to vulnerable populations in Greater Vancouver, Lower Mainland, Fraser Valley, and Sunshine Coast.Key ResponsibilitiesProvide portfolio administration and tenant support...
-
Portfolio Administrator
4 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timeJob SummaryThe Orange Hall Team Assistant provides administrative support to the Regional Administrative Services Manager and contributes to the delivery of supportive housing options to vulnerable populations in Greater Vancouver, Lower Mainland, Fraser Valley, and Sunshine Coast.Key ResponsibilitiesProvide portfolio administration and tenant support...
-
Administrative Portfolio Coordinator
2 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timePOSITION SUMMARYThe Regional Administrative Services Manager is seeking a highly skilled and detail-oriented Administrative Portfolio Coordinator to provide administrative support in the delivery of supportive housing options to vulnerable populations in Greater Vancouver, Lower Mainland, Fraser Valley, and Sunshine Coast, including the Downtown East Side of...
-
Vancouver, British Columbia, Canada Scotiabank Full timeJob Summary:The Portfolio Administrator will provide exceptional client service and support to Relationship Managers in the management of client portfolios. This role is responsible for executing business development activities, maintaining accurate client information, and ensuring compliance with regulatory requirements.Key Responsibilities:Provide timely...
-
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service, supporting business development activities, and ensuring compliance with...
-
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service, supporting business development activities, and ensuring compliance with...
-
Administrative Assistant
2 weeks ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:The RBC Dominion Securities branch in Vancouver is seeking an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team.Key Responsibilities:Prepare account opening documentationFollow up on documentation with clients or back office as requiredFollow up on client trades to ensure proper...
-
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service and support to our Relationship Managers, while also contributing to the...
-
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service, supporting business development activities, and ensuring compliance with...
-
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service, supporting business development activities, and ensuring compliance with...
-
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service and support to our Relationship Managers, while also contributing to the...
-
Portfolio Administrator
2 hours ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Portfolio Administrator to join our Private Investment Counsel team at Scotiabank. As a key member of our team, you will play a critical role in providing exceptional client service and supporting our Relationship Managers in the management of client portfolios.Responsibilities Provide dedicated client service...
-
Property Portfolio Coordinator
2 hours ago
Vancouver, British Columbia, Canada BC Housing Full timePOSITION SUMMARYThe Property Portfolio Assistant is a key support role within BC Housing, providing assistance to tenants and Property Portfolio Managers with various programs and services. This includes rent calculations, annual reviews, and the scheduling and maintenance of housing stock.CANDIDATE PROFILEThe successful candidate will have:EDUCATION &...
Portfolio Administrator
2 months ago
Aviso Wealth is seeking a highly skilled Portfolio Administrator to join our Asset Management team. As a key member of our team, you will be responsible for the daily portfolio administration of Credential's Separately Managed Account (SMA) programs and support of other investment management solutions.
Key Responsibilities- Manage client and inventory accounts on the Portfolio Management & Custodial systems and resolve any data discrepancies.
- Execute discretionary trades as outlined on the Investment Policy Statement and agreements.
- Implement and monitor client trade restrictions.
- Assist with monthly fee-billing.
- Generate quarterly investment reports and supervision reports.
- Work closely with internal and external stakeholders to manage client accounts.
- Maintain Aviso's investment materials such as fact sheets, performance sheets, and quarterly reports.
- Provide support to Advisors on Aviso's product offerings.
- Assist Portfolio Managers with investment proposals and presentations.
- Support Aviso's Investment Strategy Committee with market research, analysis, and presentations.
- Post-secondary education in a related field (e.g., Business or Finance).
- Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).
- Licensed as an IIROC RR and working towards CFA (at least level 1).
- 3+ years' experience in the investment industry.
- Currently licensed or eligible to be licensed as a Registered Representative within 30 days.
- Working experience with Portfolio Management software, Bloomberg, or Morningstar preferred.
- Demonstrated experience and thorough understanding of investment concepts, analytics, and investment administration.
- Market research, product development, and sales would be beneficial.
- Credit union experience would be an advantage.
- Intermediate level of knowledge with MS Office Suite programs and advanced level of Excel knowledge.
- Knowledge of and experience with GWP and Dataphile.
- Fluent communication skills in English are required, and bilingual skills in French are an asset.
- Competitive compensation package that rewards and recognizes individual contributions.
- Excellent health, dental, and insurance benefits to meet the diverse needs of our employees.
- Generous vacation time, fitness benefit, parental leave top-up options.
- Matching contributions to our retirement program.
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program.
- Regular social events to foster teamwork.
Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance, and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you're looking for interesting and challenging work, at a company committed to its people, apply to join our team.
This position is posted with an expected salary range of $64,000 - $79,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
