Portfolio Administrator

Humans Of HR; Calgary; Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Health benefits from day one

RRSP contribution

Three weeks' vacation

Hybrid work after onboarding

Growth opportunities

Job summary

Humans of HR, a boutique recruitment agency, is recruiting on behalf of a well-established Calgary-based investment counsel firm for a Portfolio Administrator to join the Private Client team. You will support a Portfolio Manager and serve high-net-worth clients with meticulous account administration.

This role offers hybrid flexibility after an initial in-office onboarding period, a client-first culture, and opportunities for long-term growth.

Qualifications

• Several years of experience in the investment or wealth management industry, with knowledge of investment account types.
• Canadian Securities Course (CSC) completed or in progress
• Salesforce experience is an asset
• Strong working knowledge of Excel, Word, PowerPoint, Outlook and Adobe
• Excellent written and verbal communication skills
• A warm, professional and client-first approach
• Strong attention to detail and the ability to juggle shifting priorities
• A team player who thrives in a collaborative, social office environment

Responsibilities

• Support a Portfolio Manager with day-to-day private client account administration
• Open, transfer and close accounts in line with regulatory requirements
• Process client transactions, contributions and withdrawals, and coordinate cash settlements
• Prepare monthly and quarterly client reports, year-end tax packages and client presentations
• Respond to client calls and emails promptly, and follow inquiries through to resolution
• Keep client records accurate and up to date in the CRM
• Coordinate client meetings and help plan client events
• Share front-office duties with the team, including greeting visitors, answering calls and general office organization
• Take on ad hoc requests and time-sensitive tasks as they come up

Skills

Wealth management experience

Excellent communication

Detail oriented

Team player

Education

Canadian Securities Course

Tools

Salesforce

Microsoft Office

Adobe

Job description

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 great 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 Responsibilities

• Support a Portfolio Manager with the day-to-day administration of private client accounts
• Open, transfer and close accounts in line with regulatory requirements
• Process client transactions, contributions and withdrawals, and coordinate cash settlements
• Prepare monthly and quarterly client reports, year-end tax packages and client presentations
• Respond to client calls and emails promptly, and follow inquiries through to resolution
• Keep client records accurate and up to date in the CRM
• Coordinate client meetings and help plan client events
• Share front-office duties with the team, including greeting visitors, answering calls and general office organization
• Take on ad hoc requests and time-sensitive tasks as they come up

What You Bring

• Several years of experience in the investment or wealth management industry, with knowledge of investment account types
• Canadian Securities Course (CSC) completed or in progress
• Salesforce experience is an asset
• Strong working knowledge of Excel, Word, PowerPoint, Outlook and Adobe
• Excellent written and verbal communication skills
• A warm, professional and client-first approach
• Strong attention to detail and the ability to juggle shifting priorities
• A team player who thrives in a collaborative, social office environment

What's on Offer

• A stable, highly respected independent firm with a long-term, client-first philosophy
• A supportive, close-knit team culture
• Hybrid flexibility after an initial in-office onboarding period
• Health benefits from day one, RRSP contribution and three weeks' vacation
• Long-term growth, with the opportunity to build a lasting career with the firm