Portfolio Administrator
2 weeks ago
JOB STATEMENT:
As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful candidate will receive training and support from the Portfolio Analyst and Guardian Capital Advisor staff.
ESSENTIAL FUNCTIONS:
Office Services (5%)
- Day to day office service support;
- Support front desk duties including couriers and mail for GCA Calgary office;
- Set up for client meetings, including arranging for catering;
- Ensure that the GCA Calgary office is in order and act as a point of contact with building management for services needed for GCA Calgary; and
- Manage ordering supplies for the office and office expenses with GCA Senior Executives.
Portfolio Administrator (95%)
- Assist with new account documentation, client contracts, change requests, re-documentation and follow-ups;
- Champion the maintenance of physical client file folders;
- Work with the Portfolio Administrators and Salesforce SME, to ensure Salesforce data is accurate, current, and complete;
- Ensure that paper documentation is properly accounted for and scanned into Salesforce;
- Lead the coordination to make the Calgary GCA office paperless;
- Liaison with head-office and custodian to manage and follow-up on outstanding regulatory client forms;
- Prepare and coordinate physical documents and packages, including client presentation packages for CPMs and welcome packages for clients;
- Help lead the coordination and distribution of quarterly statements and year-end tax reporting packages;
- Fulfill ad-hoc requests from Client Portfolio Managers and supervisor; and
- And other client administration tasks that may be required.
QUALIFICATIONS:
- College diploma or University degree
- 3- 5 years administration experience, especially dealing with clients and referring agents
- Canadian Security Course or equivalent preferred
- Experience with Microsoft® Dynamics (CRM) and Salesforce
- Previous work as a book keeper and or tax preparer preferred
- Strong time-management and interpersonal skills, and the ability to consistently meet deadlines
- Must have proven faculty of showing initiative and problem-solving skills
- Must have capacity to multi-task and maintain confidentiality
- Ability to work independently, as well as within a team environment
- Excellent written and verbal communication skills
COMPENSATION:
- Commensurate with experience
-
Portfolio Administrator
5 days ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful...
-
Portfolio Administrator
5 days ago
Calgary, Alberta, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration...
-
Portfolio Administrator
3 weeks ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration...
-
Portfolio Administrator
3 weeks ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration...
-
Portfolio Administrator
2 weeks ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The...
-
Portfolio Administrator
2 days ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Port
-
Portfolio Administrator
3 weeks ago
Calgary, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT : As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administr
-
Portfolio Administrator
3 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration...
-
Portfolio Administrator
3 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration...
-
Portfolio Administrator
3 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration...
-
Portfolio Administrator
3 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration...
-
Portfolio Administrator
2 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful...
-
Portfolio Administrator
2 weeks ago
Calgary, AB, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful...
-
Portfolio Administrator
3 weeks ago
Calgary, Alberta, Calgary region, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration...
-
Portfolio Administrator
3 weeks ago
Calgary, Alberta, Calgary region, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration...
-
Portfolio Administrator
2 weeks ago
Calgary, Alberta, Calgary region, Canada Guardian Capital Advisors LP Full timeJOB STATEMENT:As a part of a small team, the Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful...
-
Portfolio Administrator
1 month ago
Calgary, Canada The Headhunters Recruitment Full timeOur client, a leading asset management firm, is on the lookout for an energetic and proactive Administrator to bolster the operations of their Private Client team at the Calgary office. This role is a blend of administration and reception responsibilities, requiring collaboration with Portfolio Mana
-
Portfolio Administrator
5 days ago
Calgary, Alberta, Canada Leith Wheeler Investment Counsel Ltd. Full timeLeith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $25 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada. We are seeking a dynamic and proactive administrator to provide operational support to the...
-
Portfolio Management Officemanager
7 days ago
Calgary, Canada BURNCO LLC Full time**Rock it with BURNCO!!!** **BURNCO** is a rock-solid business supplying aggregate construction materials in Canada and the US. We have been supporting family values and building for the next generation for over a hundred years, and we need you to make the next hundred even better. Be a part of moving our business out of the Flintstones era and into the...
-
Portfolio Management Analyst, Wealth
4 weeks ago
Calgary, Canada Blue Chip Recruiting Ltd. Full timeOur client, a registered Independent Fund Manager, is looking for a well-organized Portfolio Management Analyst to oversee and support many elements of the Firm’s pooled funds and investment operations. We want to help them find YOU: an ambitious BCom/Finance graduate who wants to continue developing a career working closely with independent Investment...
