Portfolio Administrator #13100

Options Consulting SolutionsCalgary, AB, Canada

13 days ago

Salary

CA$70,000.00 yearly

Job type

Full-time

Job description

PORTFOLIO ADMINISTRATOR #13100

FULL-TIME

CALGARY

Salary up to $70K with a bonus

Do you have an independent and entrepreneurial spirit?

Are you proactive, driven, and determined drive and create business?

Do you have experience with investments and looking to learn more?

The Company

Our client is a distinguished firm in the financial services industry known for their client service standards. They're looking for someone quick on their feet and entrepreneurial to push the business forward. If you thrive in a client-facing role and are motivated by the chance to create business opportunities, this is a role that could set top performers on an incredible trajectory!

Company Perks and Rewards

Competitive salary and bonus offered
Comprehensive benefits.
Hybrid work mode (3-4 days in office).
Learning and growth opportunities.
And much more!

The Job!

As the Portfolio Administrator, you are essential to efficient operations. You will :

Support Portfolio Managers with various tasks and requests

Coordinate and set-up client meetings

Provide office services support

Assist with client documentation and filing

Maintain client information, data, and files

Conduct follow-up on unresolved matters

Coordinate and distribute quarterly statements and year-end tax reports

Other tasks as assigned

What you bring to the job

You are confident and assertive but also personable and collaborative. You take your performance seriously and aspire to build your own book of business one day. You also have :

Post-secondary education in a relevant field

3-4 years of experience in a client-facing role in banking / financial services

Aspirations for a career in investment / portfolio management

An entrepreneurial mindset, assertiveness, and confidence

An exceptional ability to influence others and inspire collaboration

Ability to take initiative and be proactive with little guidance

A sense of independence as well as flexibility to work cooperatively and collaboratively

Exceptional communication skills, both written and verbal, with top-earning clientele

Computer literate

Qualified job seekers are asked to apply with attention to Antoinette King. Reference #13100

I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!

Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.

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