Become an integral part of Bellwether Investment Management as an Associate Portfolio Administrator, focusing on client service and account administration. This position supports Portfolio Managers remotely after initial in office training.
In Oakville, you will provide outstanding support to clients while managing various account activities and communications. This role requires exceptional problem-solving capabilities and teamwork, allowing you to address client needs effectively. You will facilitate account lifecycle processes while ensuring high-quality service throughout the organization.
Key Responsibilities:
• Engage with clients and respond to service inquiries
• Manage account lifecycle from opening to administration
• Process financial transactions accurately




• Create welcome packages for new clients
• Collaborate on improving team operations and services
Requirements:
• Education in Finance, Commerce, or related fields
• Proficiency in Microsoft Office and financial tools
• Strong organizational skills to handle multiple tasks
• Detail-oriented and willing to learn
• Holding or pursuing Canadian Securities Course is a plus
Leverage your skills in client service and administration to support Bellwether’s commitment to excellence.
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📌 Client Service and Administration Specialist (Oakville)
🏢 Bellwether Investment Management
📍 Oakville