OverviewHumans of HR is an upcoming boutique recruitment agency in Vancouver and is very quickly becoming the go-to agency for hiring and placement of skilled corporate Professionals. Combined with our vast network and extraordinary customer-centric approach, we are the obvious choice in helping you find your next home.We’re partnering with a well-established and growing firm in the financial services space to find a Portfolio Administrator to join their Calgary team. This is a great opportunity for someone who enjoys working closely with investment professionals, supporting client portfolios, and building a long-term career in wealth or asset management.ResponsibilitiesSupporting Portfolio Managers with day-to-day portfolio administration and client servicingPreparing client reporting packages, performance summaries, and investment documentationProcessing trades, account updates,



and ensuring accurate record-keepingAssisting with onboarding new client accounts and maintaining existing relationshipsLiaising with internal teams and custodians to resolve discrepancies or inquiriesMonitoring portfolios to ensure compliance with mandates and internal guidelinesQualifications1–5+ years of experience in a portfolio administration, investment operations, or wealth management support roleStrong understanding of financial markets, investment products, and portfolio structuresExperience with portfolio management systems or trading platforms is an assetHigh attention to detail with strong organizational skillsExcellent communication skills and a client-service mindsetProgress toward or completion of CSC, CFA, or similar designations is considered an assetBenefitsCompetitive salary: $50,000 – $70,000 CAD, depending on experienceBonus potential and comprehensive advantages packageExposure to experienced Portfolio Managers and investment decision-makingClear path for growth within wealth or asset managementCollaborative, team-oriented environmentAt Humans of HR, we support the development and growth of our candidates to reach their full potential. If you are thinking about your next career move and the above role is just the right fit, please send us your resume along with a cover letter in confidence and one of our consultants will be in touch for a confidential discussion.#J-18808-Ljbffr

📌 Portfolio Administrator - C$50,000 - C$70,000 A Year (Winnipeg)
🏢 Humans of HR
📍 Winnipeg