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 on-site 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
- 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.

📌 Client Service and Administration Specialist (Oakville)
🏢 Bellwether Investment Management
📍 Oakville