Private Client Portfolio Administrator Position (Calgary)

Join a dedicated team as a Portfolio Administrator for Private Clients. This role requires an adept skilled with robust client service skills, specializing in account management and compliance. With 5-8 years in the investment or financial services sectors, you'll ensure compliance in account processes and help clients with inquiries. You will create client-specific reports and presentations, and maintain accurate records in the CRM system. This boutique firm promotes a supportive, transparent culture, encouraging collaboration and personal growth. Drive client satisfaction while growing in a supportive, employee-owned firm. Key Responsibilities - Execute account onboarding, transfers, and closures - Prepare and present tailored client documentation - Manage client inquiries and provide timely resolutions - Ensure compliance and documentation accuracy - Support internal teams and coordinate client events Requirements - 5-8 years working in financial services - Current enrollment or completion of Canadian Securities Course - Intermediate proficiency with Salesforce CRM - Strong command of Excel, PowerPoint, and Office software - Excellent multitasking and communication abilities Apply on Kit Job: kitjob.ca/job/2prtkg