Current jobs related to Financial Portfolio Administrator Position - Toronto, Ontario - GreenWin

  • Financial Portfolio Specialist

    4 weeks ago

    Toronto, Ontario, Canada Gilmore Partners Full time

    Job DescriptionGilmore Partners is seeking a highly skilled Investment & Asset Management Administrator to join our team in Toronto. This role offers a unique opportunity to work closely with investment managers, custodians, brokers, and third-party administrators.Key ResponsibilitiesProvide administrative support for client investments, ensuring efficient...

  • Investment Portfolio Strategist

    4 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    We are seeking an experienced Investment Portfolio Strategist to join our distribution team at CI Financial.As a key member of our team, you will be responsible for developing and implementing optimized portfolio strategies that align with client objectives and risk profiles.This is a critical role that requires strong analytical skills, attention to detail,...

  • Expert Portfolio Strategist

    4 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    CI Financial is a leading global wealth management and asset management advisory services company, driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.We are seeking an experienced Investment Portfolio Consultant to join our distribution team. This role will play a critical part in developing and...

  • Financial Portfolio Coordinator

    4 weeks ago

    Toronto, Ontario, Canada Gilmore Partners Full time

    Job DescriptionGilmore Partners is seeking a skilled Investment & Asset Management Administrator to join our team.About the RoleThis hybrid role involves working out of our office in Downtown Toronto and from home, providing essential administrative and operational support to ensure efficient and compliant management of client investments.Key...

  • Portfolio Administrator

    1 month ago

    Toronto, Ontario, Ontario, Canada Milestone Investment Counsel Inc Full time

    We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking to...

  • Financial Portfolio Strategist

    4 weeks ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    We are seeking a skilled Financial Portfolio Strategist to join our team at the Bank of Montreal. As a key member of our Investment Advisors portfolio, you will play a vital role in helping clients achieve their financial goals.Job OverviewThe successful candidate will have a minimum of 5 years of relevant experience and/or certification in a related field...

  • Portfolio Management Specialist

    2 weeks ago

    Toronto, Ontario, Canada Gilmore Partners Full time

    About the Role:Gilmore Partners is seeking an experienced Portfolio Management Specialist to join our team in Downtown Toronto. This role offers a unique opportunity to work with a single family office, providing administrative and operational support for client investments.Job Description:Maintain and update client account information, ensuring accuracy and...

  • Strategic Portfolio Developer

    4 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    We are seeking a skilled Investment Portfolio Consultant to join our distribution team at CI Financial. With a strong focus on client satisfaction and asset growth, this role will be critical in developing and implementing optimized portfolio strategies that align with client objectives and risk profiles.About the RoleThis is an exciting opportunity for a...

  • Senior Portfolio Strategist

    15 hours ago

    Toronto, Ontario, Canada IFG - International Financial Group Full time

    Job Title: Senior Portfolio StrategistLocation: Toronto, 5 days in officeEmployment Type: Contract, 6 monthsWe are seeking a highly skilled Investment Analyst to support our investment strategies through thorough research, analysis, and reporting at IFG - International Financial Group. The successful candidate will identify and recommend investment...

  • Financial Services Portfolio Strategist

    4 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time $120,000

    Role OverviewWe are seeking a skilled Financial Services Portfolio Strategist to join our Portfolio Management and Financial Advisory Team in Toronto. This role requires expertise in wealth management, including investments, financial planning, tax planning, will and estate planning, and insurance.About Optimize Wealth ManagementWe are a fast-growing...

  • Financial Portfolio Specialist

    4 weeks ago

    Toronto, Ontario, Canada Aligned Capital Partners Inc. Full time

    About Aligned Capital Partners Inc.Aligned Capital Partners Inc. is a fast-growing investment dealer with a Unified Managed Accounts (UMA) platform that provides direct access to top asset managers in the world. We are seeking a highly motivated individual to join our team as a Financial Portfolio Specialist.Job Summary: The successful candidate will support...

  • Credit Risk Strategist for High Growth Portfolio

    4 weeks ago

    Toronto, Ontario, Canada Neo Financial Full time

    Transform Financial Services with Neo FinancialWe are seeking a seasoned Credit Risk Strategist to join our team in Calgary, Canada. As a key member of our Credit Risk department, you will play a vital role in optimizing credit decisioning across the customer lifecycle.About the Role:This is an excellent opportunity for an experienced and data-driven...

  • Financial Research Expert

    4 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we strive to create an inclusive environment where talented individuals can thrive. As a leading global wealth management and asset management advisory firm, we offer a dynamic work setting that encourages innovation, collaboration, and professional growth.About the RoleWe are seeking a skilled Financial Research Expert to join our team at...

  • Financial Analyst

    5 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a leader in the financial services industry, and we are seeking a highly skilled Financial Analyst to join our Wealth Management team.The successful candidate will have the opportunity to work with our experienced professionals to develop and maintain investment models, assist in portfolio risk monitoring, and provide support for...

  • Portfolio Management Specialist

    4 weeks ago

    Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full time

    Job SummaryThe Portfolio Administrator will be responsible for maintaining accurate records of institutional accounts and processing Fund trades. The role requires effective communication with clients, auditors, custodians, and internal stakeholders to ensure seamless workflow.About Beutel, Goodman & Company Ltd.We are a reputable financial services firm...

  • Senior Portfolio Strategist

    4 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    At Optimize Wealth Management, we pride ourselves on delivering exceptional financial solutions to our clients in Toronto, ON. Our team of experienced professionals is dedicated to helping individuals achieve their long-term financial goals through personalized wealth management strategies.We are currently seeking a highly skilled Senior Portfolio Strategist...

  • Financial Director

    3 days ago

    Toronto, Ontario, Canada Matrix360 Inc. Full time

    About Matrix360 Inc.Matrix360 Inc. is a forward-thinking organization dedicated to shaping the Commercial Real Estate and Development (CRED) industry, which plays a vital role in building our cities and communities.We have been at the forefront of talent management for over two decades, distinguishing ourselves from traditional recruitment companies through...

  • Strategic Portfolio Manager

    1 month ago

    Toronto, Ontario, Canada S.i. Systèmes Full time

    Job Overview:S.i. Systèmes is seeking a seasoned Strategic Portfolio Manager to drive financial reporting, resource planning, and agile reporting model development for our Financial Client.About the Role:This 6-month contract position offers strong possibilities of converting to FTE/extensions. The ideal candidate will work hybrid 1-2 days/week in Vancouver...

  • Portfolio Management Director

    4 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Company OverviewOptimize Wealth Management is a prominent wealth management firm in Toronto, ON, dedicated to delivering exceptional financial solutions tailored to clients' needs. With a focus on holistic wealth management, our team provides personalized strategies for success.Job SummaryWe are seeking an experienced Portfolio Management Director to oversee...

  • Strategic Investment Portfolio Manager

    4 weeks ago

    Toronto, Ontario, Canada CVC DIF Full time

    CVC DIF seeks a highly skilled Senior Investment Officer to join our team. As a key member of our investment team, you will be responsible for evaluating financial risk, managing portfolios, and providing investment advice to clients.About the RoleThis is a senior leadership position that requires strong analytical skills, excellent communication abilities,...

Financial Portfolio Administrator Position

2 months ago

Toronto, Ontario, Canada GreenWin Full time

**Job Title:** Financial Portfolio Administrator Position

**Job Summary:

  • We are seeking a highly skilled Revenue Administrator to join our team at GreenWin. The successful candidate will be responsible for performing administrative and revenue duties related to the portfolio of various properties.

**Key Responsibilities:
• Set up, maintain current/past tenant accounts.
• Maintain an effective system of managing rent collection, including preparing various Landlord and Tenant Board (LTB) notices, and ability to follow-up on tenant compliance with LTB orders.
• Maintain and reconcile rent roll and resident ledger accounts.
• Reconcile and post month-end functions (Monthly Posting, Gross Potential Rent, Preauthorized Payments etc.).
• Prepare and input tenant adjustments/amendments.
• Prepare rent increase notices, including executing AGI orders and Tax Decreases.

**Required Skills and Qualifications:

  • Minimum one year experience in Property Management is an asset.
  • Customer service experience required.
  • Knowledge of Yardi 7S.
  • Knowledge of MS Office.
  • Excellent communication skills (both written and verbal).
  • Strong analytical and organizational skills with attention to detail.
  • Ability to set priorities and remain focused on achieving the end task.
  • Ability to multi-task and meet deadlines.
  • Ability to be pro-active with managing time and responsibilities.
  • Customer service oriented - must have a high response time and ability to remain courteous at all times.

**Estimated Salary:** $65,000 - $85,000 per annum.

**Why Choose Us?

At GreenWin, we offer a competitive salary, a dynamic work environment, and opportunities for growth and development.