Bilingual Portfolio Administrator

About the Opportunity

Our client is a well-established, independent investment management firm serving institutional and private clients across Canada. They are seeking a senior-level Bilingual Portfolio Administrator to support their growing Montréal office.

This position combines two key areas of responsibility:

- Managing the administration of client investment accounts with exceptional accuracy and attention to detail.
- Overseeing the day-to-day operations of the Montréal office, ensuring everything runs smoothly and efficiently.

Working closely with senior investment professionals, you will become the administrative backbone of the office, ensuring exceptional client service while maintaining an organized and professional workplace.

Compensation





Salary

- Target salary: $75,000–$80,000

Remote, Hybrid or In-Office

- Primarily In-Office
- Initial training fully onsite
- Long-term expectation remains office-based due to office management responsibilities

Hours

- Monday to Friday
- 9:00 AM – 5:00 PM EST
- Core office hours: 9:00 AM – 4:00 PM

Vacation & Benefits

- 3 weeks vacation
- Extended health perks from Day 1
- 4.5% employer RRSP contribution
- Employee Share Ownership opportunity after approximately 36 months
- Competitive compensation package

Responsibilities

Client

📌 Bilingual Portfolio Administrator (Montreal)
🏢 Bilingual Source
📍 Montreal