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Wealth Management Portfolio Administrator
4 months ago
Who is Chronicle Wealth?
Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits.
Your Role:
Chronicle Wealth is searching for a Wealth Management Portfolio Administrator to join our growing team. This role is suitable for a highly organized, detailed-oriented individual who is client-focused and a team player. This is a great opportunity to join a growing wealth management firm with a strong team culture.
Your Responsibilities:
- Work collaboratively with the Advisor team to lead prospective clients through the onboarding process and make their transition to Chronicle Wealth as seamless as possible
- Play a lead role in the quarterly account billing process
- Generate ad-hoc, interim and regular investment account statements
- Liaise with third-party fund custodians and portfolio management software providers to resolve issues in a timely manner
- Support Portfolio Managers in processing trades and other account transactions
- Maintain accurate client information and files
- Partner with the firm’s Chief Compliance Officer to ensure all compliance paperwork is up-to-date
- Prepare materials for key initiatives and support the Executive team on special projects
- Work with the Executive team to drive a culture focused on accountability, respect, diversity, quality, and world-class client experiences
- Handle communication, scheduling, and other administrative duties as required
- Develop your knowledge of wealth management, tax and estate planning, and insurance and risk management so you can contribute most effectively to our client relationships
Education, Experience and Skills:
- University Degree or College Diploma is preferred
- 2+ years of administrative experience in the investment and financial services sectors preferred, or related experience
- Superior attention to detail and organizational skills
- Self-motivated, results oriented, and pro-active
- Experience with National Bank Independent Network (NBIN) platform is considered a plus
- Comfortable working with CRM systems (Microsoft Dynamics is considered a plus)
- Experience working with on-line service portals, Adobe and Docusign, as well as Microsoft Excel, Word, and Dynamics
- Exceptional interpersonal and relationship management skills to build rapport with clients and colleagues
- Demonstrated exceptional client service skills, willing to go above and beyond to ensure client needs are met
All applications should include a resume and cover letter. Please address cover letters to the attention of Brian McKenzie, Partner, Chronicle Wealth. All applications should be sent to no later than June 14, 2024.
