Bilingual Portfolio Administrator

About the Prospect

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 skilled 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