Portfolio Administrator - C$50,000 - C$70,000 A Year (Airdrie)

Portfolio Administrator - C$50,000 - C$70,000 A Year (Airdrie)

14 Aug
|
Humans of HR
|
Airdrie

14 Aug

Humans of HR

Airdrie

Humans of HR is an upcoming boutique recruitment agency in Vancouver and is very quickly becoming the go-to agency for hiring and placement of skilled corporate Professionals. Combined with our vast network and extraordinary customer-centric approach, we are the obvious choice in helping you find your next home.About the OpportunityWe’re partnering with a well-established and growing firm in the financial services space to find a Portfolio Administrator to join their Calgary team. This is a outstanding opportunity for someone who enjoys working closely with investment professionals, supporting client portfolios, and building a long-term career in wealth or asset management.What You’ll Be DoingSupporting Portfolio Managers with day-to-day portfolio administration and client servicingPreparing client reporting packages, performance summaries, and investment documentationProcessing trades, account updates,



and ensuring accurate record-keepingAssisting with onboarding new client accounts and maintaining existing relationshipsLiaising with internal teams and custodians to resolve discrepancies or inquiriesMonitoring portfolios to ensure compliance with mandates and internal guidelinesWhat We’re Looking For1–5+ years of experience in a portfolio administration, investment operations, or wealth management support roleStrong understanding of financial markets, investment products, and portfolio structuresExperience with portfolio management systems or trading platforms is an assetHigh attention to detail with strong organizational skillsExcellent communication skills and a client-service mindsetProgress toward or completion of CSC, CFA, or similar designations is considered an assetWhat’s in It for YouCompetitive salary: $50,000 – $70,000 CAD, depending on experienceBonus potential and comprehensive benefits packageExposure to experienced Portfolio Managers and investment decision-makingClear path for growth within wealth or asset managementCollaborative, team-oriented environmentAt Humans of HR, we support the development and growth of our candidates to reach their full potential. If you are thinking about your next career move and the above role is just the right fit, please send us your resume along with a cover letter in confidence and one of our consultants will be in touch for a confidential discussion.

📌 Portfolio Administrator - C$50,000 - C$70,000 A Year (Airdrie)
🏢 Humans of HR
📍 Airdrie

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: portfolio administrator - c$50,000 - c$70,000 a year (airdrie) / airdrie

Subscribe to this job alert:

Get the latest job offers by email for: portfolio administrator - c$50,000 - c$70,000 a year (airdrie) / airdrie