Hybrid Portfolio Administrator | Client Services (Winnipeg)

Hybrid Portfolio Administrator | Client Services (Winnipeg)

13 Aug
|
Bellwether Investment Management
|
Winnipeg

13 Aug

Bellwether Investment Management

Winnipeg

Bellwether Investment Management Inc. seeks a Portfolio Administrator to deliver timely client service and accurate support to Portfolio Managers, Relationship Managers, Advisors, custodians, and clients. The role emphasizes a client-service mindset, robust interpersonal skills, time management, and proactive problem-solving. In this operations-focused position, you will manage the account lifecycle, assist with onboarding, handle transfers and transactions, maintain databases, and support

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📌 Hybrid Portfolio Administrator | Client Services (Winnipeg)
🏢 Bellwether Investment Management
📍 Winnipeg

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