Portfolio Administrator,Private Clients Job Calgary area,Alberta Canada,Business

Job Description:

Deliver a consistently positive, professional client experience across all interactions

Lead and execute account onboarding, transfers, and closures in full compliance with regulatory requirements

Develop a strong understanding of the firm’s investment products and services

Process transactional requests and coordinate cash settlements as required

Prepare and tailor presentations for prospective and existing clients

Proactively investigate and resolve client inquiries in a timely manner

Produce monthly and quarterly reports, presentations, and year-end tax reporting packages

Maintain accurate client records and documentation within the CRM system

Take full ownership of assigned files, ensuring data integrity, prioritization, and timely progression through workflows

Coordinate activities with internal teams and external partners; support meeting planning and logistics

Assist in planning and executing client events

Manage incoming calls, including answering, screening, and directing as appropriate

Greet visitors in a professional and welcoming manner

Maintain office organization and equipment; manage supply inventory and ordering

Support the team in resolving ad hoc issues and time-sensitive requests as they arise

What We Offer:

Employee Ownership
:
As an employee-owned firm, we believe in rewarding those who contribute to our collective success. Team members have the opportunity to become future shareholders and grow alongside the firm.

Open and Transparent Culture
:
We value open dialogue, collaboration, and trust. Everyone has a voice, and ideas are encouraged - whether they come from a new hire or a long-time partner.

Team-Oriented and Supportive Environment
:
You’ll work closely with experienced professionals who are approachable, respectful, and invested in each other’s success.

Work-Life Balance
:
We understand that personal well-being fuels professional excellence. Our flexible, balanced approach enables you to thrive both inside and outside of work.

Learning and Development
:
As part of a boutique firm, you’ll gain exposure to multiple facets of the investment business and have the chance to broaden your skills and impact.

Shared Purpose
:
Join a firm built on independence, integrity, and long-term relationships where we measure success by the trust we build and the results we deliver for our clients.

Competitive Compensation Package
:
Salary range of $65,000 - $70,000 per annum, with flexibility for exceptional candidates with highly relevant experience. Compensation will be commensurate with education, experience, and internal parity; includes RRSP contribution, extended health benefits from day of joining (no waiting period), and three weeks’ vacation, annually.

Job Qualifications:

5-8 years’ experience working in the investment or financial services industry, with working knowledge of investment account types

Completion (or current enrollment) in the Canadian Securities Course

Experience with Salesforce CRM is an asset

Intermediate level of proficiency in:

Excel Word (version control, document polishing)
PowerPoint (creating and editing presentations)
Outlook Adobe Acrobat

Professional

Competencies:

Exceptional written and verbal communication skills

Demonstrated ability to interact with clients

Exceptional ability to manage multiple tasks and changing priorities

A dual passion for operational efficiency and client service

Attention to detail; and an inquisitive mind

Possess great initiative and problem-solving skills

Ability to collaborate and thrive independently and in a team-based environment

Portfolio Administrator, Private Clients