Portfolio Administrator

Synergie Group; Toronto; On-site; CAD 60,000 - 63,000; Full time

Job summary

Synergie Group seeks an experienced administrator to support portfolio management and client interaction within the financial services sector. This full-time role combines administrative duties with opportunities in event planning and operational management, presenting a chance for career growth in a dynamic environment.

Benefits

Comprehensive benefits package

Work-life balance support

Qualifications

• At least 5 years in administrative support, specifically in the investment or financial services industry.
• Expertise in Salesforce CRM and advanced proficiency in Microsoft Office.

Responsibilities

• Provide administrative support for portfolio managers and investment activities.
• Facilitate client and consultant liaison for seamless transactions.
• Coordinate events with stakeholders.

Skills

Customer Service

Multitasking

Attention to Detail

Problem Solving

Communication

Education

Canadian Securities Course (CSC)

Tools

Salesforce CRM

Microsoft Office

Job description

3 weeks ago Be among the first 25 applicants

This range is provided by Synergie Canada. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$60,000.00/yr - CA$63,000.00/yr

Direct message the job poster from Synergie Canada

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Finance

Referrals increase your chances of interviewing at Synergie Canada by 2x

Analyst, Credit Investments, Asset Management

Banking - Corporate Banking Financial Institutions Group, Summer Analyst, Toronto - CAN, 2026

Intern Analyst - Beta, Collateral & Liquidity Management

Toronto, Ontario, Canada CA$80,000 - CA$100,000 4 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.