Portfolio Coordinator
13 hours ago
As a key member of our small team at Guardian Capital Advisors LP, the Portfolio Administrator will play a vital role in various client reporting responsibilities and provide support to Calgary client portfolio managers. This role will involve working closely with the Supervisor, Portfolio Administration, and the Portfolio Analyst to ensure seamless execution of tasks.
The successful candidate will receive comprehensive training and support from the Portfolio Analyst and Guardian Capital Advisor staff, enabling them to excel in this position.
Essential Functions:Office Services (5%):Provide day-to-day office service support, including front desk duties, courier services, and mail management for the GCA Calgary office. Set up for client meetings, arrange for catering, and ensure the office is well-maintained. Manage ordering supplies and office expenses with GCA Senior Executives.
Portfolio Administrator (95%):Assist with new account documentation, client contracts, change requests, re-documentation, and follow-ups. Champion the maintenance of physical client file folders and work with the Portfolio Administrators and Salesforce SME to ensure Salesforce data is accurate, current, and complete. Ensure paper documentation is properly accounted for and scanned into Salesforce. Lead the coordination to make the Calgary GCA office paperless. Liaise with head-office and custodian to manage and follow-up on outstanding regulatory client forms. Prepare and coordinate physical documents and packages, including client presentation packages for CPMs and welcome packages for clients. Help lead the coordination and distribution of quarterly statements and year-end tax reporting packages. Fulfill ad-hoc requests from Client Portfolio Managers and supervisor. Perform other client administration tasks as required.
Qualifications:College diploma or University degree. 3-5 years administration experience, especially dealing with clients and referring agents. Canadian Security Course or equivalent preferred. Experience with Microsoft Dynamics (CRM) and Salesforce. Previous work as a bookkeeper and/or tax preparer preferred. Strong time-management and interpersonal skills, and the ability to consistently meet deadlines. Must have proven faculty of showing initiative and problem-solving skills. Must have capacity to multi-task and maintain confidentiality. Ability to work independently, as well as within a team environment. Excellent written and verbal communication skills.
Compensation:Commensurate with experience.
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Portfolio Coordinator
2 weeks ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Portfolio Coordinator to join our team at Guardian Capital Advisors LP. As a key member of our client services team, you will play a critical role in ensuring the smooth operation of our client administration processes.Key ResponsibilitiesOffice Services (5%)Provide day-to-day office...
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Portfolio Coordinator
2 weeks ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Portfolio Coordinator to join our team at Guardian Capital Advisors LP. As a key member of our client services team, you will play a critical role in ensuring the smooth operation of our client administration processes.Key ResponsibilitiesOffice Services (5%)Provide day-to-day office...
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Portfolio Coordinator
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Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob SummaryWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will be responsible for providing exceptional client service and support to our portfolio managers and clients.Key ResponsibilitiesClient Reporting and Support: Assist with...
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Portfolio Coordinator
1 week ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob SummaryWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will be responsible for providing exceptional client service and support to our portfolio managers and clients.Key ResponsibilitiesClient Reporting and Support: Assist with...
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Portfolio Coordinator
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Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will play a critical role in supporting our client portfolio managers and ensuring the smooth operation of our office.Key ResponsibilitiesOffice Services (5%):Provide...
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Portfolio Coordinator
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Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will play a critical role in supporting our client portfolio managers and ensuring the smooth operation of our office.Key ResponsibilitiesOffice Services (5%):Provide...
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Calgary, Alberta, Canada Guardian Capital Advisors LP Full time**Job Summary**Guardian Capital Advisors LP is seeking a highly organized and detail-oriented Portfolio Administrator to join our team. As a Portfolio Administrator, you will play a critical role in supporting our client portfolio managers and facilitating requests.**Key Responsibilities**Provide day-to-day office service support, including front desk...
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4 days ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob StatementAs a key member of our small team at Guardian Capital Advisors LP, the Portfolio Administrator will be responsible for delivering high-quality client reporting services and providing essential support to our Calgary-based client portfolio managers. This role will involve collaborating closely with our Supervisor, Portfolio to facilitate requests...
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Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP.Key ResponsibilitiesProvide exceptional client reporting services, ensuring timely and accurate delivery of reports.Support Calgary client portfolio managers in their daily operations, responding to requests and...
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