Portfolio Administrator
3 days ago
We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking to pursue a career in wealth management. As a portfolio administrator, you will be responsible for: Preparing client meeting documentsFilling out forms and applicationsGenerating reportsUpdating internal systemsBasic accounting tasks in excelAnswering phones and greeting clientsLooking after office suppliesPreparing client meeting documentsConducting investment researchAssisting portfolio managers and administration as needed Qualifications:Some experience in the financial services industryCompletion of post-secondary degreeCompletion of Canadian Securities Course is mandatoryExcellent data entry skillsProficiency in Microsoft Office, particularly ExcelExceptional organization and strong communication (written and verbal) skillsInterest in an investment related careerPursuit of CFA/CFP designation is preferred Remuneration: To be negotiated according to experience and commensurate with industry standards.
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Portfolio Administrator
3 days ago
Toronto, Canada Beutel, Goodman & Company Ltd. Full timeOverviewThe Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities- Reconcile client portfolio cash balances with...
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Portfolio Administrator
3 days ago
Toronto, Canada Beutel, Goodman & Company Ltd. Full timeOverviewThe Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities- Reconcile client portfolio cash balances with...
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Portfolio Administrator
3 days ago
Toronto, Canada Beutel, Goodman & Company Ltd. Full timeOverviewThe Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities- Reconcile client portfolio cash balances with...
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Portfolio Administrator
3 days ago
Toronto, Canada Beutel, Goodman & Company Ltd. Full timeOverview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities - Reconcile client portfolio cash...
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Portfolio Administrator
3 days ago
Toronto, Canada Beutel, Goodman & Company Ltd. Full timeOverviewThe Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities- Reconcile client portfolio cash balances with...
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Portfolio Administrator
1 week ago
Toronto, Canada Altis Recruitment Full timeOur long-time client, a boutique Wealth Management firm in Downtown Toronto, is seeking a full-time permanent Portfolio Administrator to join their friendly team. This role offers a competitive salary, immediate benefits, a hybrid work environment, and a great company culture!Role and Responsibilities-Provide administrative support to Portfolio Managers ...
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Portfolio Administrator
3 days ago
Toronto, Canada Milestone Investment Counsel Inc Full timeWe are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking to...
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Portfolio Administrator
6 hours ago
Toronto, Canada Aviso Wealth Full time**Aviso**: **The Opportunity**: We’re looking for a Portfolio Administrator to join our Asset Management team. Reporting to the Director, Managed Accounts, the Portfolio Administrator is responsible for the daily portfolio administration of Credential’s Separately Managed Account (SMA) programs and support of other investment management...
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Portfolio Administrator
2 days ago
Toronto, ON, Canada Beutel, Goodman & Company Ltd. Full timeOverview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities - Reconcile client portfolio cash balances with custodian...
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Portfolio Administrator
2 days ago
Toronto, ON, Canada Beutel, Goodman & Company Ltd. Full timeOverview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities - Reconcile client portfolio cash balances with custodian...
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Portfolio Administrator
1 week ago
Toronto, Canada Altis Recruitment Full timeOur long-time client, a boutique Wealth Management firm in Downtown Toronto, is seeking a full-time permanent Portfolio Administrator to join their friendly team. This role offers a competitive salary, immediate benefits, a hybrid work environment, and a great company culture!Role and Responsibilities-Provide administrative support to Portfolio Managers ...
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Portfolio Administrator
1 week ago
Toronto, Canada Altis Recruitment Full timeOur long-time client, a boutique Wealth Management firm in Downtown Toronto, is seeking a full-time permanent Portfolio Administrator to join their friendly team. This role offers a competitive salary, immediate benefits, a hybrid work environment, and a great company culture! Role and Responsibilities -Provide administrative support to Portfolio Managers ...
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Portfolio Administrator
6 days ago
Toronto, Canada Milestone Investment Counsel Inc Full timeWe are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking to...
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Portfolio Administrator
3 days ago
Toronto, Canada Milestone Investment Counsel Inc Full timeWe are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking to...
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Portfolio Administrator
3 days ago
Toronto, Canada Milestone Investment Counsel Inc Full timeWe are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate...
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Portfolio Administrator
3 days ago
Toronto, Canada Milestone Investment Counsel Inc Full timeWe are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking to...
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Portfolio Administrator
1 week ago
Toronto, Ontario, C6A, Ontario, Canada Altis Recruitment Full timeOur long-time client, a boutique Wealth Management firm in Downtown Toronto, is seeking a full-time permanent Portfolio Administrator to join their friendly team. This role offers a competitive salary, immediate benefits, a hybrid work environment, and a great company culture!Role and Responsibilities-Provide administrative support to Portfolio Managers ...
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Portfolio Administrator
2 days ago
Toronto, ON, Canada Milestone Investment Counsel Inc Full timeWe are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate...
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Portfolio Administrator
2 days ago
Toronto, ON, Canada Milestone Investment Counsel Inc Full timeWe are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate...
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Chief Portfolio Administrator
1 week ago
Toronto, Ontario, Canada Beutel, Goodman & Company Ltd. Full timeBeutel, Goodman & Company Ltd. is seeking an experienced and skilled Chief Portfolio Administrator to join our team in Toronto, Canada.The estimated salary for this position is between $65,000 and $90,000 per year, depending on experience.Job Summary:We are looking for a highly organized and detail-oriented individual with strong analytical skills to manage...
