As a member of the Private Wealth Middle Office team, you will provide specialized administrative support for accounts managed on behalf of high-net-worth clients of the trust company. You will assist with maintaining client databases and documentation.
What are the ongoing responsibilities of a Portfolio Administrator?
• Assist Private Wealth and High Net Worth groups with various projects such as Customer Relationship Management (CRM) clean up, Client Account Maintenance, data entry/filing support and ad hoc projects.
• Automate client accounts and data feeds and provide revisions of client decks.
• Support Private Client Service Associates and Portfolio Managers on client requests.
• Maintain client document archives.
• Perform ad hoc duties as assigned.
What ideal qualifications, skills & experience would help someone to be successful?
We’re looking for an individual with the right skill set, work ethic, and personality to fit in with our team. Prior experience in account administration and compliance is an asset.
• Post-secondary degree or an acceptable combination of education, training and/or related work experience.
• Good knowledge of Canadian finance industry regulations.
• Proficient in MS Office (medium/expert user of Excel, familiar with DocuSign)
• Strong analytical and problem-solving skills
• Strong attention to detail
• Ability to organize and prioritize work effectively
• Excellent written and verbal communication skills
• Ability to learn recent systems quickly & adapt to evolving processes
• Detail-oriented and process-driven approach to work
• Solid work ethic, maturity, and commitment to client service
• Committed to ethical and professional standards regarding confidentiality of client information
• An enthusiastic team player who can work effectively with others both internally and externally
How to Apply:
• Interested candidates are encouraged to submit their resumes in confidence to or via the Akkodis Canada website.
Akkodis Canada will never share your resume or any personal details without your explicit consent.
We thank all applicants for their interest in this opportunity. Only candidates meeting the above qualifications will be contacted for further discussions
Our Commitment:
At Akkodis, part of The Adecco Group, we’re committed to making the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we’re making the future work for everyone.