Location Toronto, Canada Sector Admin & Secretarial Salary 65,000.00 CAD to 70,000.00 CAD per annumOur 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 teaminToronto, ON.Compensation, Benefits & PerksSalary range:$65,000 – $70,000Hybrid work model(3 days in-office in Downtown Toronto)Perks(Day 1)3 weeks vacation4.5% RRSP employer contributionStrong commitment toprofessional developmentand continued learningOpportunity to become ashareholderCollaborative, transparent culture with a trueownership mindsetResponsibilitiesDeliver a consistently positive and professional 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 experiencein investment or financial servicesStrong understanding of investment account types and client servicing processesCSC completionis preferred (open to candidates willing to complete it)Experience withSalesforce CRMis an assetExposure toBloombergis 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 environmentTo be considered, applicants must be legally entitled to work in Canada, including holding any required permits.#J-18808-Ljbffr

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