Take the next step with our client as a Retail Portfolio Operations Specialist within a top Canadian asset management firm. This hybrid role balances in-office and work from home, focusing on client data management.In this position, you will engage in vital tasks such as maintaining client portfolio information, liaising with custodians, and generating client reports, especially for High-Net-Worth accounts. The role encourages collaboration and operational improvement within a diverse team setting.Key Responsibilities:Manage and reconcile client portfolios and fund informationCollaborate with custodial firms and internal investment teamsAddress portfolio inquiries from custodians swiftlyCreate monthly and annual reports for High-Net-Worth clientsMonitor pooled fund trading and client transactionsRequirements:Bachelor's degree in Business, Finance, or EconomicsProficiency in MS Excel and investment account structuresCapacity to identify and solve operational challengesAt least one year of relevant experience in finance or investmentStrong team collaboration and communication skillsBring your expertise to a vibrant team and drive success in client portfolio operations.

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