Become an integral part of Bellwether Investment Management as an Associate Portfolio Administrator, focusing on client service and account administration. This position supports Portfolio Managers remotely after initial on-site training.In Oakville, you will provide outstanding support to clients while managing various account activities and communications. This role requires exceptional problem-solving capabilities and teamwork, allowing you to address client needs effectively. You will facilitate account lifecycle processes while ensuring high-quality service throughout the organization.Key Responsibilities:Engage with clients and respond to service inquiriesManage account lifecycle from opening to administrationProcess financial transactions accuratelyCreate welcome packages for current clientsCollaborate on improving team operations and servicesRequirements:Education in Finance, Commerce, or related fieldsProficiency in Microsoft Office and financial toolsStrong organizational skills to handle multiple tasksDetail-oriented and willing to learnHolding or pursuing Canadian Securities Course is a plusLeverage your skills in client service and administration to support Bellwether's commitment to excellence.

📌 Client Service And Administration Specialist (Oakville)
🏢 Bellwether Investment Management
📍 Oakville