Portfolio Administrator

PORTFOLIO ADMINISTRATOR

CALGARY SW

Mon-Fri

50-56k

Group health benefits, RRSP, bonus

Our Calgary SW area client is seeking a Portfolio Administrator for their team. This is an exceptional opportunity to join a successful financial services company. Employees will have the opportunity to be part owner of the firm after a certain time period

Responsibilities

Client account opening, closing and transfers

Prepare monthly and quarterly reports, presentations and year-end tax reporting packages

Maintain client contact details and important documentation in CRM database

Take complete ownership of assigned files, identifying urgent matters

Assist with resolutions and keep files moving quickly through the process

Processing cheques, EFTs, client withdrawal and deposit / contribution requests

Provide accurate and timely information to clients

Plan and organize client events

Answer, screen, and direct phone calls

Maintain office appearance and equipment, order supplies as needed

Other duties as required

Requirements

3-4 years’ office administrative experience

At least two years’ experience working in the investment or financial services industry, working knowledge of investment account types

Completion (or current enrollment) in the Canadian Securities Course is an added benefit

Experience with Salesforce CRM is an asset

Intermediate level of Microsoft Office Suite including Excel, Word, Outlook and PowerPoint

Positive attitude

Ability to multi-task

Excellent communication skills both written and verbal

Passion for efficiency and customer service

Attention to detail but curios mind

Work well in team environment

Clean CRS

If you feel you possess these qualities, please forward your resume immediately