Job Title

Company Description Tall Oak Capital Advisors is a boutique wealth management firm that provides tailored financial strategies for physicians, farm families, businesses, and high-net-worth individuals. Dedicated to helping clients prepare, grow, and preserve their wealth, the firm specializes in offering comprehensive advice on investment and business growth. With a client-first approach, Tall Oak Capital Advisors delivers personalized solutions to meet unique financial needs and objectives. Role Description This is a full-time, on-site role for a Portfolio Administrator based in London, ON. The Portfolio Administrator will be responsible for supporting daily portfolio management activities, including trading, portfolio monitoring, and client reporting. They will ensure accurate implementation of investment strategies, execute trades, and maintain detailed records of portfolio performance. Additionally, they will collaborate with the team to provide exceptional client service and assist with various financial and administrative tasks. Qualifications Strong Analytical Skills for problem-solving, data assessment, and financial insightsExperience in Trading, Finance, and Investments to manage portfolio operations effectivelyExcellent Communication skills, including the ability to collaborate with clients and team membersAttention to detail and organizational skills to maintain accuracy in portfolio reportingProficiency in relevant financial software and tools, with a willingness to learn new systemsBachelors degree in Finance, Economics, or a related field is preferredEnrollment in or completion of the CFA designation is an assetAbility to work in a fast-paced environment and adapt to changing priorities