Elevate your career as a Portfolio Administration Analyst with Guardian Capital Group Limited. Utilize advanced Excel, Power Platform, and industry knowledge to support private wealth management clients. Guardian is seeking a skilled Portfolio Administration Analyst to join its private wealth management administration team. This role focuses on assisting existing analysts with both onshore and offshore clients, preparation of sensitive reports, and effective reconciliation of accounts.

Experience with Eagle, Salesforce, and financial analytics is essential. Key Responsibilities:

- Prepare and maintain reports for high-profile clients
- Lead daily, weekly, and monthly account reconciliation
- Solve accounting system issues with Eagle
- Assist front office with client account queries
- Manage trade errors and assist with onboarding clients

Requirements:

- University degree in business, economics, or computer science
- Completion of the CSC course
- 2-5 years experience in the securities industry
- Robust knowledge of Eagle and Salesforce
- Advanced skills in Microsoft Power Platform applications

Drive client satisfaction and operational excellence at Guardian through your expertise.

📌 Portfolio Administration Analyst at Guardian Capital (Toronto)
🏢 Guardian Capital Advisors
📍 Toronto