Manager, Portfolio Administration
3 weeks ago
About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals. Learn more about who we are and what we do at About the Role Reporting to the Head of Operations, this role involves managing complex tasks, resolving operational issues, and facilitating process improvements. We’re seeking a detail-oriented and proactive operations professional who thrives in a fast-paced environment, communicates effectively within a team, and consistently exceeds client expectations. Strong time management, attention to detail, and a deep understanding of internal systems are essential for success. Your Responsibilities Senior member of Operations team at Doherty; deputy to Head of Operations with lead day-to‑day responsibility for a number of Operational areas and project implementation initiatives at Doherty. Provide cover for Head of Operations when they are away on vacation, at conferences etc. Manage day-to-day operations related to reconciliation, settlements, pricing, corporate actions, estate administration and management fees. Oversee the production of client reports: Quarterly, Year-end, CRM2 and Tax Reporting. Serve as the first point of contact for back‑office inquiries, providing expert guidance and timely issue resolution Lead onboarding and training of new operations and administrative hires Provide guidance on best operational practices and system usage Back‑up to members of Operations team and other tasks as assigned. Special Projects – Assist with the implementation of longer-term projects and analyses as directed by the Head of Operations, which may include high‑priority requests from Compliance and/or Portfolio Management Teams Your Qualifications 5–7 years of progressive experience in Operations within wealth management or portfolio administration 3 years of Project Management responsibilities in an Operational environment Canadian Securities Course (CSC), CIM or equivalent certification required Handson experience or exposure to systems such as: Harmony, Pacer or similar operational/portfolio management platforms Proficient in Microsoft Excel, Power BI, Tableau and other analytical/reporting tools Excellent communication and problem‑solving skills Attention to detail An ability to think strategically and consider downstream implications of process change or issues No unsolicited agency referrals please. AGF isan equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community. We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation. We are committed to providing reasonable accommodations forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at so that appropriate arrangements can be made. #J-18808-Ljbffr
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Manager, Portfolio Administration
5 days ago
Ottawa, Canada AGF Investments Full timeAbout Doherty & Associates Doherty & Associates is a subsidiary of AGF Investments Inc. and a private investment counsel firm that builds custom portfolios for private clients, foundations, and institutions. Doherty works with individual clients in all aspects of their finances to create a plan that helps them achieve their unique goals. Learn more about who...
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Manager, Portfolio Administration
2 weeks ago
Ottawa, Canada AGF Management Limited Full timeAbout Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....
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Manager, Portfolio Administration
7 days ago
Ottawa, Canada AGF Investments Full timeAbout Doherty & AssociatesDoherty & Associates is a subsidiary of AGF Investments Inc. and a private investment counsel firm that builds custom portfolios for private clients, foundations, and institutions. Doherty works with individual clients in all aspects of their finances to create a plan that helps them achieve their unique goals. Learn more about who...
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PIC Portfolio Administrator
2 weeks ago
Ottawa, Ontario, Canada Scotia Wealth Management Full timeRequisition ID: 246314Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeTo work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a...
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PIC Portfolio Administrator
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Ottawa, ON KR A, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeTo work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a...
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PIC Portfolio Administrator
6 days ago
(s): Canada : Ontario : Ottawa Scotiabank Global Site Full timeRequisition ID: 246314Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is...
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PIC Portfolio Administrator
1 week ago
Ottawa, Canada Scotia Wealth Management Full timePIC Portfolio Administrator - 18 month contract Join to apply for the PIC Portfolio Administrator - 18 month contract role at Scotia Wealth Management. Purpose To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development...
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PIC Portfolio Administrator
1 week ago
Ottawa, Canada Scotia Wealth Management Full timePIC Portfolio Administrator - 18 month contract Join to apply for the PIC Portfolio Administrator - 18 month contract role at Scotia Wealth Management. Purpose To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development...
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Wealth Management Portfolio Administrator
1 week ago
Ottawa, Canada Scotia Wealth Management Full timeA leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....
