Our client is a highly respected, employee‑owned investment management firm with offices across Canada and they are seeking a proactive and service‑orientedPortfolio Administratorto join their Private Clients team in Toronto, ON.This opportunity is ideal for someone who enjoys supporting Portfolio Managers in a fast‑paced environment, takes ownership of client files, and is passionate about delivering an exceptional client experience.Compensation, Perks & PerksSalary range: $65,000 – $70,000Hybrid work model (3 days in‐office in Downtown Toronto)Benefits (Day 1)3 weeks vacation4.5% RRSP employer contributionStrong commitment to professional development and continued learningOpportunity to become a shareholderCollaborative, transparent culture with a true ownership mindsetResponsibilitiesDeliver a consistently positive and qualified client experienceSupport Portfolio Managers and Associates with daily client administrationLead account onboarding, transfers, and closures in accordance with regulatory requirementsProcess transactional requests and coordinate cash settlementsPrepare client presentations and reporting packagesProduce monthly, quarterly,



and year‑end reporting and tax packagesRespond to client inquiries and resolve issues efficiently and professionallyMaintain accurate client records and documentation within the CRM systemTake ownership of assigned client files, ensuring workflow progression and data integrityCoordinate with internal teams and external partners to support client requestsAssist with meeting logistics and client eventsSupport reception duties including answering calls, greeting visitors, and maintaining office organizationHandle ad hoc and time‑sensitive requests as neededQualifications5–8 years of experience in investment or financial servicesStrong understanding of investment account types and client servicing processesCSC completion is preferred (open to candidates willing to complete it)Experience with Salesforce CRM is an assetExposure to Bloomberg is a nice‑to‑haveIntermediate proficiency in: Excel, Word, PowerPoint, Outlook, and Adobe AcrobatStrong written and verbal communication skillsHighly organized with excellent attention to detailComfortable managing multiple priorities and shifting deadlinesProfessional, client‑focused approach with a proactive and curious mindsetAbility to work independently while thriving in a collaborative team environment#J-18808-Ljbffr

📌 Portfolio Administrator - C$65,000 - C$70,000 A Year (Winnipeg)
🏢 Investment Management Firm
📍 Winnipeg