Join Bellwether Investment Management as an Associate Portfolio Administrator, specializing in client support and account administration. This hybrid position enhances client relationships while managing complex account activities. As a key contributor in Oakville, you will support Portfolio Managers and Advisors in providing exceptional service to clients.
This role emphasizes solid organizational skills and meticulous attention to detail while facilitating the entire lifecycle of client accounts. Engage proactively with clients and team members to enhance operational efficiency and client satisfaction. Key Responsibilities:
- Respond to client and custodian requests promptly
- Manage daily communications with a focus on quality
- Facilitate account openings,
closures, and transfers
- Process financial transactions, ensuring accuracy
- Create and distribute welcome packages for new clients Requirements:
- Post-secondary education in a related field
- Proficiency in Microsoft Office and financial software
- Strong organizational skills for multitasking
- Detail-oriented and quick learner
- Canadian Securities Course is an asset Utilize your client support expertise and account management skills to foster relationships at Bellwether Investment Management.