Portfolio Coordinator

2 weeks ago


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

We are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP.

Key Responsibilities
  • Provide exceptional client reporting services, ensuring timely and accurate delivery of reports.
  • Support Calgary client portfolio managers in their daily operations, responding to requests and resolving issues efficiently.
  • Collaborate with the Supervisor, Portfolio to facilitate requests and ensure seamless workflow.
  • Develop and maintain strong relationships with clients, understanding their needs and preferences.
Requirements
  • Strong analytical and problem-solving skills, with attention to detail and accuracy.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • Proficiency in Microsoft Office, with experience in client reporting software an asset.

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