Enhance your career as a Portfolio Administrator with Bellwether, a leading wealth management firm. Provide exceptional client support and assist in managing portfolios within a hybrid work model.
In this essential role, you will support Portfolio Managers, Advisors, and clients by ensuring accurate account management. Your responsibilities will include relationship management, account administration, and effective communication to enhance the client experience. This position requires strong organizational skills and the ability to perform under pressure while delivering high-quality service.
Key Responsibilities:
• Respond to client and advisor requests with professionalism
• Manage account openings, closings, and administration
• Process financial transactions like wires and EFTs




• Conduct reconciliations and monthly performance verification
• Assist in event management and marketing coordination
Requirements:
• Post-secondary education in business is preferred
• Previous experience in client account administration
• Proficient in Microsoft Office and CRM software
• Knowledge of AML procedures is an asset
• Collaborative, detail-oriented, and robust in multi-tasking
Leverage your client service expertise and operational skills at Bellwether to contribute effectively to the wealth management team.
#J-18808-Ljbffr

📌 Portfolio Administrator at Bellwether (Oakville)
🏢 Bellwether Investment Management
📍 Oakville