Private Client Portfolio Administrator Role (Calgary)

Become a critical team member as a Portfolio Administrator focused on Private Clients. You will leverage your client service skills while managing account processes to ensure compliance and address client inquiries. This position at a boutique investment firm requires 5-8 years of experience in financial services. Your role will involve creating customized reports and presentations, maintaining client records in the CRM system, and driving client satisfaction. Embrace the culture of collaboration and personal growth in this supportive, employee-owned workplace. Key Responsibilities: - Execute onboarding, transfers, and account closures - Prepare and present tailored client documentation - Manage client inquiries with timely resolutions - Ensure compliance and accuracy in documentation - Support internal teams and coordinate client events Requirements: - 5-8 years in financial services experience - Completion or enrollment in Canadian Securities Course - Intermediate Salesforce CRM proficiency - Strong skills in Excel, PowerPoint, and Office software - Excellent multitasking and communication abilities Excel in account management and compliance as a Portfolio Administrator for Private Clients. Apply on Kit Job: kitjob.ca/job/2prtk6