Portfolio Administrator

Synergie Canada; Toronto; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

Synergie Canada offers a hybrid administrative role focused on supporting financial operations and client interactions. Ideal candidates will have significant administrative experience in the financial sector and qualifications like the Canadian Securities Course. The position emphasizes organizational skills and exceptional customer service, with opportunities for career growth.

Benefits

Comprehensive benefits package

Fostering work-life balance

Qualifications

• At least 5 years in administrative support in investment or financial services.
• Completed Canadian Securities Course (CSC).
• Expertise in Salesforce CRM and Microsoft Office, especially Word and Excel.

Responsibilities

• Provide administrative support for portfolio managers and investment activities.
• Liaise with clients and consultants to facilitate account transactions.
• Coordinate events with internal and external stakeholders.

Skills

Customer Service

Multitasking

Attention to Detail

Problem Solving

Communication

Education

Canadian Securities Course (CSC)

Tools

Salesforce CRM

Microsoft Office

Job description

Toronto – Hybrid role

From $60k

This role combines organizational proficiency, client interaction, and opportunities to contribute to event planning and operational financial management. Ideal for professionals seeking career growth in the investment or financial services sector while leveraging administrative and organizational expertise.

- Consider including a Cover Letter.

TO BE SUCCESSFUL IN THIS ROLE:

You are an experienced administrator with an exceptional customer service orientation and a strong interest in working within the financial sector.

RESPONSIBILITIES

• Administrative support for portfolio managers and investment account activities.
• Client and consultant liaison, facilitating seamless account transactions.
• Event planning and coordination with internal and external stakeholders.
• Preparing presentations and reports for clients and internal teams.
• Ensuring smooth office operations, including supply management.

REQUIREMENTS

• At least 5 years in administrative support, specifically in the investment or financial services industry.
• Expertise in Salesforce CRM (APX knowledge is a bonus).
• Completion of the Canadian Securities Course (CSC)—an essential credential for this role.
• Advanced proficiency in Microsoft Office, especially Word and Excel.
• Strong written and verbal communication abilities.
• Exceptional multitasking, attention to detail, and problem-solving skills.
• A customer service mindset paired with a drive for operational efficiency.

Additional Perks: Comprehensive benefits package, fostering work-life balance and employee well-being.