Job Description

Our client, a boutique Wealth Management firm in Kingston, is seeking a full-time permanent Portfolio Administrator to join their friendly team. This role offers a competitive salary, immediate benefits, a hybrid work environment, and a great company culture!

Roles and Responsibilities

-Provide administrative support to Portfolio Managers
-Scheduling and calendar management
-Meeting coordination
-Expense management
-Prepare client documentation
-Open client accounts
-Update and maintain the client database and records
-Prepare reports, presentations, and meeting packages
-Client correspondence
-Process requests for client accounts including deposits and transfers
-Assist with trade settlement issues
-Coordinate monthly KYC updates
-Project support
-Other administrative tasks as needed

Qualifications and Skills

-Must have completed a post-secondary Degree or Diploma
-Must have 2-3 years of relevant experience in a similar role supporting Financial Advisors or Portfolio Managers within Investment/Weath Management/Financial Services industry
-Must have completed or be working towards Canadian Securities Course
-Must have excellent verbal and written communication skills
-Must be highly organized and detail-oriented with strong problem solving skills
-Must be proficient in Excel
-Must have strong client service skills