Elevate your career as a Portfolio Administrator with Bellwether, supporting financial advisors and clients through effective account management in a hybrid workplace. 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 robust 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
• Solid organizational and multitasking abilities
Become a vital part of Bellwether by enhancing client services and supporting seamless portfolio management.
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📌 Client Focused Portfolio Administrator Role Oakville
🏢 Bellwether Investment Management
📍 Oakville