Take the next step with our client as a Retail Portfolio Operations Specialist within a top Canadian asset management firm. This hybrid role balances in-office and work from home, focusing on client data management. In this position, you will engage in vital tasks such as maintaining client portfolio information, liaising with custodians, and generating client reports, especially for High-Net-Worth accounts.

The role encourages collaboration and operational improvement within a diverse team setting. Key Responsibilities:

- Manage and reconcile client portfolios and fund information
- Collaborate with custodial firms and internal investment teams
- Address portfolio inquiries from custodians swiftly
- Create monthly and annual reports for High-Net-Worth clients
- Monitor pooled fund trading and client transactions Requirements:
- Bachelor’s degree in Business, Finance, or Economics
- Proficiency in MS Excel and investment account structures
- Capacity to identify and solve operational challenges
- At least one year of relevant experience in finance or investment
- Strong team collaboration and communication skills Bring your expertise to a vibrant team and drive success in client portfolio operations.

📌 Retail Portfolio Operations Specialist Position (Toronto)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Toronto