Job Title

Humans of HR is working with an established organization in the financial services space to recruit a Portfolio Administrator to support its Private Client group.This role is well suited to someone who enjoys being at the centre of client service and operations ensuring accuracy, responsiveness, and a smooth experience for both clients and internal partners. Youll work closely with Portfolio Managers and operational teams, providing reliable support that keeps everything running efficiently.The OpportunityAs a Portfolio Administrator, youll play a key role in supporting private client relationships by managing administrative processes, responding to client needs, and ensuring operational details are handled with care. This is a hands-on role for someone who takes pride in being organized, detail-focused, and service-oriented.Key ResponsibilitiesSupporting a high standard of service for private clients through timely, professional communicationCoordinating the setup, transfer, and closure of client accounts while following regulatory and compliance guidelinesProcessing day-to-day administrative and transactional requests, including cash-related activityPreparing tailored materials and presentations for client meetings and prospective relationshipsReviewing, researching, and resolving client questions and requestsActing as a point of contact for external partners such as custodians and consultantsMaintaining accurate client information and documentation within internal systems and CRM toolsPartnering with internal operations teams to troubleshoot issues and meet client needsAssisting with special projects and occasional client-facing initiatives or eventsWhat Youll Bring57 years of administrative experience in a professional services environment57 years of experience within investment management or financial servicesFamiliarity with custodian platforms and processes is strongly preferredAdvanced working knowledge of:Microsoft ExcelMicrosoft Word (including formatting and document control)PowerPoint (building and editing presentations)OutlookAdobe AcrobatExperience working with CRM systems such as Salesforce is considered an assetCompletion of, or progress toward, the Canadian Securities Course (CSC) is an assetEnrollment in the CSC will be required following the probationary periodCore CompetenciesClear and professional written and verbal communicationComfort engaging with clients and external stakeholdersStrong organizational skills with the ability to juggle competing prioritiesA mindset focused on improving processes and working efficientlyHigh attention to detail paired with sound judgmentAbility to work independently while contributing positively to a team environmentWhats in It for YouA collaborative and supportive workplace within the financial services industryMeaningful exposure to private client operations and investment administrationOpportunities to expand your skills and take on varied responsibilitiesA culture that values balance, professionalism, and long-term successCompetitive compensation and benefits package