Portfolio Operations Associate (Ontario)

Portfolio Operations Associate (Ontario)

02 Aug
|
IQ PARTNERS
|
Ontario

02 Aug

IQ PARTNERS

Ontario

IQ PARTNERS in Oakville seeks an Associate Portfolio Administrator to support client accounts, coordinate investment administration, and deliver a standout client experience within a cooperative, team-oriented environment. You will work alongside Portfolio Managers, Advisors and Relationship Managers, handling onboarding, documentation, reporting and daily servicing.
The role requires strong organization, client focus and proficiency with MS Office; CSC is a plus.

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📌 Portfolio Operations Associate (Ontario)
🏢 IQ PARTNERS
📍 Ontario

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