Friday Professional Group


Entry-Level - Portfolio Administrator

The application deadline for this job posting has passed. Although you can still view the information no new applications for this job are currently being accepted.
Location: Calgary, AB, Canada
Application deadline: CLOSED

Our client; an Independent Investment management boutique, managing portfolios for high net worth private clients, institutions and foundations, is seeking an entry level Portfolio Administrator. 

The successful candidate will be joining a team of 6 Portfolio Managers/Research Analysts, 2 Client Service & Administration Specialists, and a Controller.

General Responsibilities:

  • Work with existing Client Service & Administration Specialists in ensuring office operations, client administration and service responsibilities are being met in an efficient and professional manner. 

Account Administration:

  • Produce and reconcile daily reports;
  • Make deposits/withdrawals for client’s accounts;
  • Maintain and update the client/contacts database;
  • Provide support for maintaining office inventory and marketing materials;
  • Prepare new account applications, initiate and track transfers, etc.

Office Management duties:

·         Back-up reception, courier, mail, filing, scanning, file inventory, office supplies, etc;

·         Assist with the general maintenance of the office.

Client Service:

·         Work with all portfolio managers (“PMs”) and the Client Service team to address client issues;

·         Be able to respond directly to client administrative inquiries and requests;

·         Prepare client meeting packages for PMs;

·         Be proactive with client communication eg. Transfer confirmations, etc.

Requirements:

  • A combination of related experience and education will be considered;
  • Background in the financial sector is an asset;
  • Good interpersonal skills;
  • High attention to detail;
  • Proficient with PC applications (MS office, etc);
  • Be comfortable in an entrepreneurial culture.

Compensation: Commensurate with experience

Interested candidates, please forward your resume and cover letter to Friday@friday.ca.

 

 

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Contact


#250, 736 - 6th Avenue SW
Calgary, Alberta   T2P 3T7
Ph: (403) 233-0499

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