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

We’re an equal opportunity employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.