Hybrid Retail Portfolio Operations Specialist Toronto

Hybrid Retail Portfolio Operations Specialist Toronto

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

28 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

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