Become a key asset in investment management as a Portfolio Administrator. Focus on client relationships, trade processing, and account management within a dynamic team setting.

Our client seeks a Portfolio Administrator with at least 7 years of experience in investment management services. Your role will primarily support the private wealth management group by ensuring timely fulfillment of client requests and maintaining accurate account documentation. Strong organizational and analytical skills are essential for managing multiple tasks while nurturing client relationships.

Key Responsibilities:
• Process trades and ensure accurate settlement and reconciliation
• Maintain documentation for client accounts and KYC updates
• Monitor requests related to transfers, deposits, and payments




• Review corporate actions and ensure accuracy in accounts
• Provide coverage and support to team members as needed

Requirements:
• Minimum 7 years in financial services or investment management
• Strong analytical, communication, and computer skills
• Proven ability to collaborate and manage multiple priorities
• Experience with Portfolio Management & CRM systems
• Relevant industry-related courses preferred

Support client success and operational efficiency as a Portfolio Administrator in investment management.
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📌 Portfolio Administrator in Investment Management (Ontario)
🏢 TDS Personnel
📍 Ontario