Portfolio Development Specialist

7 days ago


Calgary, Alberta, Canada Options Consulting Solutions Full time

We are seeking a highly motivated Portfolio Administrator to join our team at Options Consulting Solutions. As a key member of our team, you will be responsible for supporting our Portfolio Managers with various tasks and requests.

The successful candidate will have excellent communication skills, both written and verbal, and be able to provide exceptional support to our clients. They will also be proactive, driven, and determined, with a strong entrepreneurial mindset.

Key Responsibilities:

  • Support Portfolio Managers with various tasks and requests
  • Coordinate and set-up client meetings
  • Provide office services support
  • Assist with client documentation and filing
  • Maintain client information, data, and files
  • Conduct follow-up on unresolved matters
  • Coordinate and distribute quarterly statements and year-end tax reports

Requirements:

  • Post-secondary education in a relevant field
  • 3-4 years of experience in a client-facing role in banking/financial services
  • Aspirations for a career in investment/portfolio management
  • An entrepreneurial mindset, assertiveness, and confidence
  • An exceptional ability to influence others and inspire collaboration
  • Ability to take initiative and be proactive with little guidance
  • A sense of independence as well as flexibility to work cooperatively and collaboratively
  • Exceptional communication skills, both written and verbal, with top-earning clientele
  • Computer literate

What We Offer:

  • Competitive salary: up to $70K per year, plus bonus potential
  • Comprehensive benefits package
  • Hybrid work mode (3-4 days in office)
  • Learning and growth opportunities
  • And much more

About Us:

Options Consulting Solutions is a distinguished firm in the financial services industry, known for our high standards of client service. We are looking for someone quick on their feet and entrepreneurial to help us push the business forward.

If you thrive in a client-facing role and are motivated by the chance to create business opportunities, this could be an exciting opportunity for you.



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