Duration: 4 Months + Possibility of ExtensionWork Model: HybridPay Rate: CAD 23/hr T4 - 25/hr T4Private Client AssociateAs 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.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 skillsStrong attention to detailAbility to organize and prioritize work effectivelyExcellent written and verbal communication skillsAbility to learn new systems quickly & adapt to evolving processesDetail-oriented and process-driven approach to workStrong work ethic, maturity, and commitment to client serviceCommitted to ethical and qualified standards regarding confidentiality of client informationAn enthusiastic team player who can work effectively with others both internally and externallyOur 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.#J-18808-Ljbffr

📌 Private Client Associate (Winnipeg)
🏢 Akkodis
📍 Winnipeg