Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Who is Advisor Solutions by Purpose?
Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada’s Top 2023 Small and Medium Employers, Advisor Solutions by Purpose’s end-to-end solution simplifies the advisor practice and makes it easier for clients to accessbetter services to achieve their financial goals. For more information, please visit https://www.purposeadvisors.com
Who you are
We are seeking a detail-oriented and proactive Portfolio Manager Administrator to support our Portfolio Management team in delivering a seamless, compliant, and client-friendly experience. This role is critical in ensuring PMs spend more time on high-value client and advisor conversations by managing the operational and administrative workflows that underpin our business.
Responsibilities: What you will do
As a Portfolio Manager Administrator, you’ll be the go-to support partner for our Portfolio Managers, ensuring they can spend more time with clients.
You will:
Manage scheduling for client onboarding, IPS and annual reviews.
Send and track AKYC/IPS emails and follow-ups.
Prepare and send weekly advisor communications
Triage incoming advisor and client emails, flagging urgent issues.
Prepare meeting materials and assist with follow-up documentation.
Maintain compliance records and support audit readiness.
Partner with PMs and associates to continuously improve workflows.
Verify data and ensure internal controls are in place and updated consistently
Prepare quarterly fact sheets for all subadvisors
Qualifications: What you will bring
A passion for organization and follow-through — you love making sure things get done right and on time.
Experience in financial administration or operations (2+ years preferred), ideally supporting advisors or client-facing teams.
Strong attention to detail with the ability to manage multiple tasks.
Clear, professional communication skills (written and verbal)
A team-first mindset — you thrive when supporting others to do their best work.
Curiosity and problem-solving — you see inefficiencies and want to help fix them.
Comfort with tools like Salesforce, Calendly, Zendesk – or the eagerness to learn quickly.
Additional Information
Why should you join us?
We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
We care about your development – We offer training opportunities and tuition support year-round.
Advisor Solutions by Purposeis an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at PeopleCultureTeam@purpose-unlimited.com. We thank all applicants for their interest; however, only those selected for interviews will be contacted.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.
