Portfolio Administrator

We are hiring a Portfolio Administrator for our Vancouver client. 5+ years of experience is desired, preferably in a similar role. Completion or enrollment in the CSC is required or a willingness and commitment to completing this during 1st year of employment.

About Our Client
Our client is an established financial institution who is looking for a Portfolio Administrator in Vancouver to join their dynamic, growing team. This position will work closely with the Portfolio Manager to help the office meet the support and financial needs of their clients. The position is an in office role, however there is a possibility for more flexibility after the successful completion of the probation period.

About The Opportunity
The Portfolio Administrator will join a large team supporting multiple Portfolio Managers. You’ll get the opportunity to work directly with clients, and collaborate with an experienced group of professionals. The Portfolio Administrator requires someone with excellent communication skills and strong attention to detail. Industry experience is an asset.

About The Position

• Initiate and terminate accounts, as well as facilitates transfers.
• Transactional requests, coordinating settlements.
• Compile monthly and quarterly reports and presentations.
• Deliver prompt information to clients.
• Address inquiries from consultants and custodians.
• Update and maintain client contact information and key documents in the CRM database.
• Collaborate with internal and external stakeholders on information and task coordination.
• Support various ad-hoc projects, including event planning.

The Requirements

• Degree in Finance, Economics, Business Administration, or related field.
• 5+ years of experience in a portfolio administration role or experience as an administrator in the financial services industry.
• Canadian Securities Course completion/enrollment.
• Strong communication skills.
• Highly organized.
• Intermediate MS Office and Adobe suite.  
• Basic understanding of financial markets, investment instruments, and portfolio management principles.
• Familiarity with investment management software and tools is an asset.
• Good analytical skills with the ability to work with financial data.  

Compensation

• Annual salary range up to $70,000 depending on experience.
• Discretionary bonus.
• 3 weeks vacation.
• Competitive benefits.
• RSP matching.
• Potential for flexibility after successful probation and depending on performance.

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.