Elevate your career with Aviso Wealth as a Portfolio Administrator in Asset Management. This role focuses on daily portfolio administration and investment management solutions.

Join Aviso Wealth to support Credential’s Separately Managed Account programs and collaborate with top-tier professionals. In this portfolio administrator role, your responsibilities include executing trades, managing client accounts, and generating investment reports. You will also assist portfolio managers and advise clients on investment offerings, contributing to our mission of helping Canadians achieve financial well-being.

Key Responsibilities:
• Manage client and inventory accounts efficiently
• Execute discretionary trades as per agreements




• Monitor and implement client trade restrictions
• Assist in monthly fee-billing processes
• Generate quarterly reports and manage client communications

Requirements:
• Post-secondary degree in Business or related field
• 3+ years’ experience in the investment industry
• Working towards CFA Level I certification
• Intermediate MS Office and advanced Excel knowledge
• Fluent communication skills in English

Utilize your skills in portfolio management and client relations to support Aviso’s commitment to financial excellence.
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📌 Portfolio Administrator at Aviso Wealth (Ontario)
🏢 Aviso Wealth
📍 Ontario