Join a leading investment management firm as a Portfolio Administrator. Deliver exceptional client support and manage account documentation to enhance client satisfaction.
As a Portfolio Administrator, you will collaborate within the private wealth management group, leveraging over 7 years of financial services experience. In this vital role, you will process trades, manage various client requests, and maintain comprehensive documentation. Your attention to detail and ability to meet deadlines will ensure the team's success.
Key Responsibilities:
• Facilitate trade processing and settlement activities
• Prepare and maintain accurate client account documentation
• Process FX, transfers, and payments requests




• Review and process corporate actions and class actions
• Update and communicate task statuses to relevant parties
Requirements:
• At least 7 years in the investment management sector
• Excellent problem-solving and multitasking abilities
• Robust interpersonal and communication skills
• Proficiency in Microsoft Office, including Excel
• Familiarity with Portfolio Management and document management systems
Excel in client service and operational excellence as a Portfolio Administrator.
#J-18808-Ljbffr

📌 Experienced Portfolio Administrator Role (Toronto)
🏢 TDS Personnel
📍 Toronto