Join Guardian Capital Group as a Portfolio Administration Analyst where your Excel and systems expertise will shine. Support high-net-worth clients and ensure exact account management in this dynamic role.As a Portfolio Administration Analyst, you will support the private wealth management team, focusing on service excellence for both onshore and offshore clients. Your proficiency in Excel, Salesforce, and relevant financial systems will facilitate efficient daily administration. You will also contribute to error tracking and client onboarding processes.Key Responsibilities:Maintain reporting for sensitive client accountsConduct monthly reconciliation of client accountsTroubleshoot issues within Eagle accounting systemAid front office inquiries regarding client accountsAssist in documentation of trade errorsRequirements:Bachelor's degree in business or related fieldCSC course completionMinimum 2 years in the securities industryExpertise in Eagle and Charles RiverAdvanced Power Platform skillsUtilize your analytical skills to enhance client services at Guardian Capital Group.

📌 Experienced Portfolio Analyst Wanted At Guardian (Toronto)
🏢 Guardian Capital Advisors
📍 Toronto