Portfolio Administrator, Calgary

Last update 2024-06-24
Expires 2024-07-24
ID #2181105346
Portfolio Administrator, Calgary
Canada, Alberta, Calgary,
Modified June 4, 2024


JOB STATEMENT: As a part of a small team, the Office Services and Portfolio Administrator will be responsible for various client reporting responsibilities as well as providing support to Calgary client portfolio managers and helping facilitate requests. The Office Services and Portfolio Administrator will work with the Supervisor, Portfolio Administration and the Portfolio Analyst. The successful candidate will receive training and support from the Portfolio Analyst and Guardian Capital Advisor staff. ESSENTIAL FUNCTIONS: Office Services (5%)Day to day office service support; Support front desk duties including couriers and mail for GCA Calgary office; Set up for client meetings, including arranging for catering; Ensure that the GCA Calgary office is in order and act as a point of contact with building management for services needed for GCA Calgary; and Manage ordering supplies for the office and office expenses with GCA Senior Executives. Portfolio Administrator (95%)Assist with new account documentation, client contracts, change requests, re-documentation and follow-ups; Champion the maintenance of physical client file folders; Work with the Portfolio Administrators and Salesforce SME, to ensure Salesforce data is accurate, current, and complete; Ensure that paper documentation is properly accounted for and scanned into Salesforce; Lead the coordination to make the Calgary GCA office paperless; Liaison with head-office and custodian to manage and follow-up on outstanding regulatory client forms; Prepare and coordinate physical documents and packages, including client presentation packages for CPMs and welcome packages for clients; Help lead the coordination and distribution of quarterly statements and year-end tax reporting packages; Fulfill ad-hoc requests from Client Portfolio Managers and supervisor; and And other client administration tasks that may be required. QUALIFICATIONS: College diploma or University degree3- 5 years administration experience, especially dealing with clients and referring agents Canadian Security Course or equivalent preferred Experience with Microsoft® Dynamics (CRM) and Salesforce Previous work as a book keeper and or tax preparer preferred Strong time-management and interpersonal skills, and the ability to consistently meet deadlines Must have proven faculty of showing initiative and problem-solving skills Must have capacity to multi-task and maintain confidentiality Ability to work independently, as well as within a team environment Excellent written and verbal communication skills COMPENSATION: Commensurate with experience

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Portfolio administrator

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