Portfolio Administrator

Portfolio Administrator job opening in Toronto, ON
Adecco Professional is actively seeking an experienced professional looking for a new career opportunity who is interested in a Portfolio Administrator job opening in Toronto, Ontario. The selected individuals must be able to work in a dynamic, fast paced team environment and who can demonstrate strong problem-solving abilities. This full-time, permanent opportunity performs duties that vary from administration, client service, account updates, communications, reporting and more.

Are you ready to work in an established, long standing, boutique style firm as a committed team member showcasing your skills and experience Please note a minimum of 2+ years' experience in a similar role is required - please read below for more details.
Some of the responsibilities for the Portfolio Administrator job opening in Toronto, ON may include but are not limited to:

• Performing new account setup and ensuring accurate and detailed information is provided.
• Responding to daily client requests via phone and email in a timely manner.
• Updating account information and tracking all communications and updates via internal systems.
• Provide detailed reporting to internal team members and clients.
• Ensure correct calculation and analysis is completed quickly and efficiently.
• Processing updates and transactions with a high degree of accuracy.
• Responsible for reconciliations between systems.
• Produce letters, invitations, reports (including mail merge); general administration.
• Additional duties as required such as research, organizing special events, mailings, filings etc.

Some of the qualifications for the Portfolio Administrator job opening in Toronto, ON may include:

• Minimum 2 years directly related experience is required from capital markets (we understand various job titles can be equivalent so please be sure to include specific duties of the role)
• Completed post-secondary education and CSC completed
• KYC and FATCA knowledge/experience required
• Experience with Harmony / Infinite systems a strong asset
• Strong MS Office skills, Word, Excel, Outlook required;
  PowerPoint considered a strong asset
• Excellent with reporting, numbers and tables
• Ability to work in a team environment
• Exceptional communication and interpersonal skills
• High level or detail and strong organizational skills; strong problem-solving and prioritizing strengths

Compensation:

• Competitive compensation package between $60-70K that will commensurate based on experience from the minimum requirements plus quarterly paid bonus', benefits and RRSP matching (after just 6 months), tuition/course reimbursement and more

If you are interested in this Portfolio Administrator job opening in Toronto, ON please apply today! Our client is motivated to have top talent ready to join their team today - that could be you!
Vacancy Status:
This posting is for an existing vacancy.
At Adecco our purpose is simple: to make the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we're making the future work for everyone.