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Portfolio Management Specialist

2 months ago

Calgary, Alberta, Canada Guardian Capital Advisors LP Full time
About the Role

We are seeking a highly organized and detail-oriented Portfolio Management Specialist to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will be responsible for providing exceptional support to our client portfolio managers and helping to facilitate requests.

Key Responsibilities
  • Client Reporting: Assist with various client reporting responsibilities, including data entry, document preparation, and distribution.
  • Office Services: Provide day-to-day office support, including front desk duties, mail and courier services, and ordering supplies.
  • Documentation Management: Ensure accurate and up-to-date documentation in Salesforce, including client contracts, change requests, and re-documentation.
  • Regulatory Compliance: Liaise with head-office and custodian to manage and follow-up on outstanding regulatory client forms.
  • Communication: Coordinate the distribution of quarterly statements and year-end tax reporting packages.
Requirements
  • Experience with Microsoft Dynamics (CRM) and Salesforce.
  • Previous work as a bookkeeper and/or tax preparer is preferred.
What We Offer

As a Portfolio Management Specialist at Guardian Capital Advisors LP, you will have the opportunity to work in a dynamic and supportive team environment. You will receive training and support from our experienced team members and have the chance to develop your skills and expertise in portfolio management and administrative support.