Elevate your career as a Portfolio Administrator in private wealth management. Support strong client relationships and manage sophisticated investment activities effectively.
In this role, you'll utilize your 7+ years of experience in financial services to assist the private wealth management team. Your key duties will include processing trades, maintaining account documentation, and ensuring timely responses to client inquiries. Strong analytical and communication skills are crucial for managing multiple priorities and enhancing service delivery.
Key Responsibilities:
• Manage trade processing, settlement, and reconciliation tasks
• Keep client accounts updated with KYC and documentation
• Process requests related to transfers and payments




• Review and address corporate actions in client accounts
• Ensure timely updates to clients and Portfolio Managers
Requirements:
• Minimum 7 years of experience in investment management services
• Solid analytical and time management capabilities
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office and Portfolio Management systems
• Relevant certifications or courses are an asset
Contribute to exceptional client service in your Portfolio Administrator role within private wealth management.
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📌 Portfolio Administrator for Private Wealth Management (Toronto)
🏢 TDS Personnel
📍 Toronto