Account Administrator, Newport Life
1 week ago
**ABOUT 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.
**THE ROLE**
This position will support a team of portfolio managers in providing administrative support and client administration.
**THE LOCATION**
Toronto, Ontario
**Responsibilities**
- Assist and provide administrative support in an efficient and well-organized manner in the areas of client access, data cleanup, and various other clerical
and administrative duties.
- Maintain and update the CRM system.
- Provide support to portfolio administrators as needed.
- Assist with the opening of new accounts.
**Personal Characteristics**
- Strong moral character including a client-centric approach
- Motivated and self-starting achiever
- Demonstrates initiative
- Goal oriented
- Exemplary communication and relationship development skills
- Team orientation and willingness to collaborate
- Detail oriented
- Professional in conduct and appearance
**Skills Required**:
- Minimum of 2 years relevant experience
- Excellent organizational, interpersonal, verbal and written skills
- Post-secondary education or equivalent experience
- Exposure to an investment management or portfolio accounting system is an asset
- Demonstrated history of responsiveness and problem solving capabilities
- Ability to take initiative, be accountable and work in a team-oriented environment
- Ability to work collaborativel
- Strong Microsoft Office skills, specifically Excel
-
Portfolio Administrator, Newport Life
2 days ago
Toronto, Canada NFP Corp Full time**ABOUT 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...
-
Portfolio Administrator, Newport Life
2 days ago
Toronto, Canada NFP Corp Full time**ABOUT 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...
-
Portfolio Administrator, Newport Private Wealth
2 weeks ago
Toronto, Canada NFP Corp Full time**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,...
-
Toronto, Canada NFP Corp Full time**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** **What You’ll Do** - Financial Data &...
-
Senior Actuary
2 weeks ago
Toronto, Canada Pacific Life Full timeSenior Actuary (FSA) - Life Product Management 1 week ago Be among the first 25 applicants Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate...
-
Senior Actuary
2 weeks ago
Toronto, Canada Pacific Life Full timeSenior Actuary (FSA) - Life Product Management 1 week ago Be among the first 25 applicants Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate...
-
Associate Actuary, Life Valuation
3 weeks ago
Toronto, Canada Pacific Asset Management, LLC Full timeAssociate Actuary, Life Valuation page is loaded## Associate Actuary, Life Valuationlocations: Newport Beach CA-700: Omaha NE-6750: Toronto-40 CAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R15695**Job Description:**We’re actively seeking a talented Associate Actuary to join our Enterprise Life GAAP Valuation team in...
-
Associate Actuary, Life Valuation
3 weeks ago
Toronto, Canada Pacific Asset Management, LLC Full timeAssociate Actuary, Life Valuation page is loaded## Associate Actuary, Life Valuationlocations: Newport Beach CA-700: Omaha NE-6750: Toronto-40 CAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R15695**Job Description:**We’re actively seeking a talented Associate Actuary to join our Enterprise Life GAAP Valuation team in...
-
Project Manager
1 week ago
Toronto, Canada Newport Williams Full timeDirect message the job poster from Newport Williams About the Company Project Manager/Leader Contract 3 days in office at 87 Sir William Hearst Ave., Toronto. About the Role The Project Manager is responsible for the following activities: Identifying strategic and operational requirements of specific project (product) management environment for IT...
-
Accounting Administrator
2 days ago
Toronto, Canada Mennonite New Life Centre Full timeHours: 35 hours per week Remuneration: $25.08 per hour + Benefits Number of Positions: 1 **About the Organization** The Mennonite New Life Centre (MNLCT) is a vibrant, multi-cultural settlement agency for newcomers to Canada. The Centre provides a variety of settlement services, including information/orientation, language instruction, mental health...
