Elevate your career as a Portfolio Administrator with Bellwether, supporting financial advisors and clients through effective account management in a hybrid environment. Utilize your client service expertise and problem-solving skills in this impactful role. As a Portfolio Administrator, you will provide timely support to Portfolio Managers and Relationship Managers while fostering strong client relationships.

Your efficiency in documentation, account administration, and communication will ensure a seamless experience for clients. Emphasizing professionalism and trust, you will contribute to the team's success through your proactive approach and can-do attitude. Key Responsibilities:

- Liaise with clients, custodians, and advisors for support




- Facilitate the account lifecycle from opening to closing
- Process financial transactions and maintain records
- Conduct daily uploads and reconcile accounts
- Assist with marketing event coordination Requirements:
- Post-secondary education in business or related field
- Client account documentation experience preferred
- Proficiency in Microsoft Office and CRM tools
- Experience with AML procedures an asset
- Robust organizational and multitasking abilities Become a vital part of Bellwether by enhancing client services and supporting seamless portfolio management.

📌 Client-Focused Portfolio Administrator Role (Oakville)
🏢 Bellwether Investment Management
📍 Oakville