Hybrid Retail Portfolio Operations Specialist (Toronto)

Hybrid Retail Portfolio Operations Specialist (Toronto)

26 Sep
|
Connor, Clark u0026 Lunn Financial Group
|
Toronto

26 Sep

Connor, Clark u0026 Lunn Financial Group

Toronto

Connor, Clark & Lunn Financial Group Ltd. is seeking a Retail Portfolio Operations Specialist to join our Retail Portfolio Operations team.

You will maintain client portfolio data, work with custodians, and produce monthly, quarterly and annual client reports for High-Net-Worth clients. The role emphasizes accurate data handling, collaboration with multiple internal and external partners, and support for performance inquiries across transactional data.

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

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: hybrid retail portfolio operations specialist (toronto) / toronto

Subscribe to this job alert:

Get the latest job offers by email for: hybrid retail portfolio operations specialist (toronto) / toronto