Join Bellwether as an Associate Portfolio Administrator, delivering exceptional client support in a hybrid work model. You will facilitate account processes and enhance client relationships.
Bellwether seeks an Associate Portfolio Administrator to support its team of portfolio managers and advisors. This role emphasizes relationship management and exact account administration. You'll need strong organizational skills and the ability to respond effectively to client needs in a quick-paced workplace.
Key Responsibilities:
• Liaise with clients and custodians to manage requests
• Facilitate end-to-end account lifecycle management
• Process financial transactions accurately and timely
• Review and distribute quarterly client statements




• Collaborate on marketing activities and operational improvements
Requirements:
• Post-secondary education in Finance or related fields
• Proficiency in Microsoft Office suite and financial software
• Ability to manage multiple tasks and priorities
• Canadian Securities Course completion is an asset
• Detail-oriented with a proactive learning approach
Enhance your career in finance through client-centered service and operational excellence at Bellwether.
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📌 Client Focused Associate Portfolio Administrator Oakville
🏢 Bellwether Investment Management
📍 Oakville