Drive your career forward with Aviso Wealth as an Asset Management Portfolio Administrator. This role offers diverse responsibilities in portfolio administration and investment reporting.

In this essential position, you will manage Credential's SMA programs and ensure seamless operations within our Asset Management team. Collaborating with colleagues and advisors, you will execute trades, maintain accurate records, and assist in investment proposals. Your efforts directly contribute to enhancing client satisfaction and improving investment outcomes.

Key Responsibilities:
• Oversee client account management on custodial systems
• Execute trades according to client agreements
• Implement and track trade restrictions for compliance




• Prepare monthly billings for client accounts
• Support market research for investment strategies

Requirements:
• Post-secondary degree in a relevant field
• At least 3 years of experience in the investment sector
• Currently pursuing CFA Level I certification
• Solid skills in MS Office Suite, especially Excel
• English fluency required; French proficiency is a plus

Utilize your expertise in portfolio management to enhance Aviso's dedication to financial excellence and client service.
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📌 Asset Management Portfolio Administrator (Ontario)
🏢 Aviso Wealth
📍 Ontario