Humans of HR is an upcoming boutique recruitment agency in Vancouver and is very quickly becoming the go-to agency for hiring and placement of skilled corporate professionals. Combined with our vast network and extraordinary customer-centric approach, we are the obvious choice in helping you find your next home.We're recruiting on behalf of a well-established, independent investment counsel firm in Calgary for a Portfolio Administrator to join their Private Client team.This is a outstanding opportunity for a detail-oriented, client-focused professional who takes pride in delivering a white-glove experience. You'll work closely with a Portfolio Manager and a small, close-knit team, supporting high-net-worth clients and families and helping keep their accounts running smoothly.Key ResponsibilitiesSupport a Portfolio Manager with the day-to-day administration of private client accountsOpen, transfer and close accounts in line with regulatory requirementsProcess client transactions, contributions and withdrawals, and coordinate cash settlementsPrepare monthly and quarterly client reports, year-end tax packages and client presentationsRespond to client calls and emails promptly,



and follow inquiries through to resolutionKeep client records accurate and up to date in the CRMCoordinate client meetings and help plan client eventsShare front-office duties with the team, including greeting visitors, answering calls and general office organizationTake on ad hoc requests and time-sensitive tasks as they come upWhat You BringSeveral years of experience in the investment or wealth management industry, with knowledge of investment account typesCanadian Securities Course (CSC) completed or in progressSalesforce experience is an assetStrong working knowledge of Excel, Word, PowerPoint, Outlook and AdobeExcellent written and verbal communication skillsA warm, professional and client-first approachStrong attention to detail and the ability to juggle shifting prioritiesA team player who thrives in a collaborative, social office environmentWhat's on OfferA stable, highly respected independent firm with a long-term, client-first philosophyA supportive, close-knit team cultureHybrid flexibility after an initial in-office onboarding periodHealth benefits from day one, RRSP contribution and three weeks' vacationLong-term growth, with the opportunity to build a lasting career with the firm

📌 Portfolio Administrator (Calgary)
🏢 Humans of HR
📍 Calgary