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Portfolio Coordinator

2 months ago

Calgary, Alberta, Canada Guardian Capital Advisors LP Full time
Job Statement

As 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 and ensure seamless operations.

Key Responsibilities:

  • Deliver accurate and timely client reporting services
  • Provide exceptional support to client portfolio managers
  • Facilitate requests and ensure efficient operations

Requirements:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment