Contract Private Wealth Admin: CRM, Data & Client Support

Akkodis; Toronto; Hybrid; CAD 31,684 - 34,440; Full time

Benefits offered by this job

Hybrid work model

Contract role 4 months

Job summary

Akkodis in Toronto is seeking a Private Wealth Portfolio Administrator for a 4-month contract with hybrid work. Compensation CAD 23–25 per hour on a T4 basis, with potential extension. You will provide administrative support for high-net-worth client accounts and maintain client databases and documentation.

Key responsibilities include CRM cleanup, client account maintenance, data entry, automating data feeds, supporting Portfolio Managers, and handling ad hoc duties.

Qualifications

• Post-secondary degree or an acceptable combination of education, training and/or related work experience.
• Good knowledge of Canadian finance industry regulations.
• Proficient in MS Office (medium/expert user of Excel, familiar with DocuSign)
• Strong analytical and problem-solving skills
• Strong attention to detail
• Ability to organize and prioritize work effectively
• Excellent written and verbal communication skills
• Ability to learn new systems quickly & adapt to evolving processes
• Detail-oriented and process-driven approach to work
• Strong work ethic, maturity, and commitment to client service
• Committed to ethical and professional standards regarding confidentiality of client information
• An enthusiastic team player who can work effectively with others both internally and externally

Responsibilities

• Assist Private Wealth and High Net Worth groups with various projects such as Customer Relationship Management (CRM) clean up, Client Account Maintenance, data entry/filing support and ad hoc projects.
• Automate client accounts and data feeds and provide revisions of client decks.
• Support Private Client Service Associates and Portfolio Managers on client requests.
• Perform ad hoc duties as assigned.

Skills

analytical skills

attention to detail

time management

communication skills

learn new systems

team player

confidentiality

financial regulations knowledge

Education

Post-secondary degree

Tools

Excel

DocuSign

Job description

Akkodis in Toronto is seeking a Private Wealth Portfolio Administrator for a 4-month contract with hybrid work. Compensation CAD 23–25 per hour on a T4 basis, with potential extension. You will provide administrative support for high-net-worth client accounts and maintain client databases and documentation.

Key responsibilities include CRM cleanup, client account maintenance, data entry, automating data feeds, supporting Portfolio Managers, and handling ad hoc duties.