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Portfolio Administrator, Newport Private Wealth
2 weeks ago
**Business Line: Newport Private Wealth**
**Hours Per Week**:35 (Full-Time)
**Location**:469 King Street West, Toronto, Ontario, M5V 1K4
**In Office Requirement**:5 days during training / Hybrid Setting after training period (2-3 days in office)
**Job Duration**: Full-Time, Permanent
**About the Role**
We are looking for a conscientious, thoughtful, and qualified Portfolio Administrator who has a client-centric view of business management, an inquisitive mind, a
managers in providing administrative support and client administration.
**Newport Private Wealth**
Newport Private Wealth, a subsidiary of NFP Corp, is one of Canada's largest independent wealth management firms. We do things differently. With a focus on delivering excellent client outcomes, we work with some of the wealthiest Canadian families helping to manage their complex wealth management challenges. Newport promotes values of inclusivity, diversity, and equity and this is reflected in our interviewing, hiring and career development practices. Our goal is to create an inclusive and inspiring workplace where everyone can reach their true potential. We thank all applicants for their interest in a career with Newport Private Wealth. We will only communicate with those selected for an interview.
**What You'll Do**
- Assist and provide administrative support in an efficient and well-organized manner in the areas of client portfolio management and reporting, administration, account opening and maintenance, executive calendar support and clerical duties.
- Interact with clients, custodian and other financial advisors. Open new accounts; process requests for client accounts
- trades, cheques, wires deposits, transfers, and other transactions as necessary.
- Resolve trade settlement issues with custodians and internal operations staff.
- Maintain and update CRM system.
- Prepare reports and other information for clients and portfolio managers.
- Provide support to portfolio managers.
- Perform special projects as needed.
**What You Bring**
- Minimum of 3 years of relevant experience
- Post-secondary education or equivalent experience
- Successful completion of the Canadian Securities Course is an asset
- Exposure to an investment management or portfolio accounting system is an asset
- Excellent organizational, interpersonal, verbal and written skills
- Demonstrated history of responsiveness and problem solving capabilities
- Ability to take initiative, be accountable and work in a team-oriented environment
- Ability to work collaboratively
- Strong Microsoft Office skills
**What’s In It For You**
- A hybrid environment approach that keeps the best interests of our staff and our clients in mind
- Annual bonus plan for all employees
- Matching RRSP plan of 3% of salary
- Generous benefits plan (dental, health, vision etc
