Elevate your career with Bellwether Investment Management as an Associate Portfolio Administrator, focusing on client service in a hybrid work setting. This role is ideal for professionals skilled in account management and communication.

Based in Oakville, you will assist Portfolio and Relationship Managers in delivering timely and accurate support for client needs. The role combines relationship management and administrative tasks, ensuring compliance and effective processing of account transactions. You will take ownership of communication while collaborating with the team to improve processes and enhance client experiences.

Key Responsibilities:
• Liaise with clients and custodians for service requests
• Ensure accurate documentation for compliance and processing




• Process financial transactions and account transitions
• Assist in organizing events and marketing efforts
• Conduct relationship management and improve service quality

Requirements:
• Degree in Finance, Economics, or related field
• Robust computer skills, especially in Microsoft Office
• Excellent organizational and multitasking abilities
• Detail-oriented with a learning mindset
• Canadian Securities Course is beneficial

Bring your client-focused mindset to Bellwether and contribute to exceptional service delivery.
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📌 Associate Portfolio Administrator - Hybrid Role (Ontario)
🏢 Bellwether Investment Management
📍 Ontario