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 recent clients
Collaborate on improving team operations and services Requirements:
Education in Finance, Commerce, or related fields
Proficiency in Microsoft Office and financial tools
Solid 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.

📌 Client Service And Administration Specialist Oakville
🏢 Bellwether Investment Management
📍 Oakville