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 solid 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