Portfolio Coordinator
2 weeks ago
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.
- 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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Portfolio Coordinator
15 hours ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob Statement:As a key member of our small team at Guardian Capital Advisors LP, the Portfolio Administrator will play a vital role in various client reporting responsibilities and provide support to Calgary client portfolio managers. This role will involve working closely with the Supervisor, Portfolio Administration, and the Portfolio Analyst to ensure...
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Portfolio Coordinator
19 hours ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob Statement:As a key member of our small team at Guardian Capital Advisors LP, the Portfolio Administrator will play a vital role in various client reporting responsibilities and provide support to Calgary client portfolio managers. This role will involve working closely with the Supervisor, Portfolio Administration, and the Portfolio Analyst to ensure...
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Portfolio Coordinator
2 weeks ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Portfolio Coordinator to join our team at Guardian Capital Advisors LP. As a key member of our client services team, you will play a critical role in ensuring the smooth operation of our client administration processes.Key ResponsibilitiesOffice Services (5%)Provide day-to-day office...
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Portfolio Coordinator
2 weeks ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Portfolio Coordinator to join our team at Guardian Capital Advisors LP. As a key member of our client services team, you will play a critical role in ensuring the smooth operation of our client administration processes.Key ResponsibilitiesOffice Services (5%)Provide day-to-day office...
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Portfolio Coordinator
1 week ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob SummaryWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will be responsible for providing exceptional client service and support to our portfolio managers and clients.Key ResponsibilitiesClient Reporting and Support: Assist with...
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Portfolio Coordinator
1 week ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob SummaryWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will be responsible for providing exceptional client service and support to our portfolio managers and clients.Key ResponsibilitiesClient Reporting and Support: Assist with...
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Portfolio Coordinator
1 week ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will play a critical role in supporting our client portfolio managers and ensuring the smooth operation of our office.Key ResponsibilitiesOffice Services (5%):Provide...
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Portfolio Coordinator
1 week ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administrative team, you will play a critical role in supporting our client portfolio managers and ensuring the smooth operation of our office.Key ResponsibilitiesOffice Services (5%):Provide...
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Portfolio Coordinator
18 hours ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob Title: Portfolio AdministratorAbout the Role:We are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administration team, you will be responsible for providing exceptional client service and support to our Calgary-based client portfolio managers.Key...
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Portfolio Coordinator
21 hours ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob Title: Portfolio AdministratorAbout the Role:We are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Guardian Capital Advisors LP. As a key member of our administration team, you will be responsible for providing exceptional client service and support to our Calgary-based client portfolio managers.Key...
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Portfolio Coordinator
7 days ago
Calgary, Alberta, Canada BGIS Full timeAbout BGISBGIS is a leading provider of customized facility management and real estate services. With a combined team of over 6,500 globally, we focus on enabling innovation through the services we deliver. Our global portfolio spans over 320 million square feet across 30,000+ locations in North America, Europe, the Middle East, Australia, and Asia.Key...
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Portfolio Coordinator
7 days ago
Calgary, Alberta, Canada BGIS Full timeAbout BGISBGIS is a leading provider of customized facility management and real estate services. With a combined team of over 6,500 globally, we focus on enabling innovation through the services we deliver. Our global portfolio spans over 320 million square feet across 30,000+ locations in North America, Europe, the Middle East, Australia, and Asia.Key...
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Administrative Portfolio Coordinator
1 week ago
Calgary, Alberta, Canada BGIS Full timeAbout BGISBGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients' businesses.Our ServicesWe manage over 320...
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Administrative Portfolio Coordinator
2 weeks ago
Calgary, Alberta, Canada BGIS Full timeAbout BGISBGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients' businesses.Our ServicesWe manage over 320...
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Portfolio Management Coordinator
2 weeks ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full time**Job Summary**Guardian Capital Advisors LP is seeking a highly organized and detail-oriented Portfolio Administrator to join our team. As a Portfolio Administrator, you will play a critical role in supporting our client portfolio managers and facilitating requests.**Key Responsibilities**Provide day-to-day office service support, including front desk...
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Portfolio Management Coordinator
2 weeks ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full time**Job Summary**Guardian Capital Advisors LP is seeking a highly organized and detail-oriented Portfolio Administrator to join our team. As a Portfolio Administrator, you will play a critical role in supporting our client portfolio managers and facilitating requests.**Key Responsibilities**Provide day-to-day office service support, including front desk...
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Portfolio Coordinator
4 days ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob StatementAs 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...
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Portfolio Coordinator
4 days ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJob StatementAs 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...
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Portfolio Management Specialist
19 hours ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timePortfolio Management Analyst, WealthWe are seeking a detail-oriented and organized Portfolio Management Analyst to join our team. As a key member of our investment operations team, you will be responsible for maintaining and reconciling client portfolio data and pooled funds, as well as analyzing performance discrepancies.Key Responsibilities:Portfolio Data...
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Portfolio Management Specialist
23 hours ago
Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full timePortfolio Management Analyst, WealthWe are seeking a detail-oriented and organized Portfolio Management Analyst to join our team. As a key member of our investment operations team, you will be responsible for maintaining and reconciling client portfolio data and pooled funds, as well as analyzing performance discrepancies.Key Responsibilities:Portfolio Data...