Portfolio Administrator

Guardian Capital Advisors • Greater Vancouver Regional, British Columbia, Canada • 13h ago

JOB STATEMENT :

We are seeking a dynamic and friendly Portfolio Administrator to provide operational support to the Private Client team and exceptional client service in the Vancouver office. The successful candidate will work closely with a Portfolio Manager, providing accurate, timely information and service support. This position will appeal to someone who is passionate about client service, zealous in their pursuit of operational efficiency, and comfortable working in a team-based environment.

ESSENTIAL FUNCTIONS :

Ensure a positive and professional client experience
Lead and execute the account onboarding, closing, and transfer process, while adhering to compliance requirements
Understand GCA investment products and services
Carry out transactional requests and coordinate cash settlements, as needed
Investigate and resolve all client inquiries
Respond to client, referral advisor, and custodian requests
Maintain client contact details and important documentation in CRM database (Salesforce)
Work closely with internal operational teams to resolve issues and respond to client requests
Assist with ad-hoc projects, including client events

QUALIFICATIONS :

University degree, preferably in business, finance, or economics
2-5 years of office administrative experience
2-5 years of experience working in the investment or financial services industry
Completion (or current enrollment) in the Canadian Securities Course (CSC) is an asset
Excellent verbal and written communication skills
Exceptional attention to detail
Strong organizational and time-management skills
Advanced level of proficiency in:

Excel, Word, PowerPoint, Outlook, Adobe Acrobat