Drive your career forward with Aviso Wealth as an Asset Management Portfolio Administrator. This role offers diverse responsibilities in portfolio administration and investment reporting.In this essential position, you will manage Credential's SMA programs and ensure seamless operations within our Asset Management team. Collaborating with colleagues and advisors, you will execute trades, maintain accurate records, and assist in investment proposals. Your efforts directly contribute to enhancing client satisfaction and improving investment outcomes.Key Responsibilities:Oversee client account management on custodial systemsExecute trades according to client agreementsImplement and track trade restrictions for compliancePrepare monthly billings for client accountsSupport market research for investment strategiesRequirements:Post-secondary degree in a relevant fieldAt least 3 years of experience in the investment sectorCurrently pursuing CFA Level I certificationStrong skills in MS Office Suite, especially ExcelEnglish fluency required; French proficiency is aplusUtilize your expertise in portfolio management to enhance Aviso's dedication to financial excellence and client service.

📌 Asset Management Portfolio Administrator (Toronto)
🏢 Aviso
📍 Toronto