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Portfolio Coordinator

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 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 Responsibilities
  • Office Services (5%):
    • Provide day-to-day office support, including front desk duties, courier services, and mail management.
    • Arrange for catering and ensure the office is well-stocked with supplies.
    • Act as a point of contact with building management for services and maintenance.
  • Portfolio Administration (95%):
    • Assist with new account documentation, client contracts, and change requests.
    • Champion the maintenance of physical client file folders and ensure accurate and up-to-date Salesforce data.
    • Lead the coordination to make our Calgary office paperless and ensure seamless communication with head-office and custodians.
    • Prepare and coordinate physical documents and packages, including client presentation packages and welcome packages.
    • Help lead the coordination and distribution of quarterly statements and year-end tax reporting packages.
    • Fulfill ad-hoc requests from Client Portfolio Managers and supervisor.
Requirements
  • College diploma or University degree
  • 3-5 years administration experience, especially dealing with clients and referring agents
  • Canadian Security Course or equivalent preferred
  • Experience with Microsoft Dynamics (CRM) and Salesforce
  • Previous work as a book keeper and or tax preparer preferred
  • Strong time-management and interpersonal skills, and the ability to consistently meet deadlines
  • Must have proven faculty of showing initiative and problem-solving skills
  • Must have capacity to multi-task and maintain confidentiality
  • Ability to work independently, as well as within a team environment
  • Excellent written and verbal communication skills
What We Offer
  • Commensurate with experience