Senior Bilingual Portfolio Administrator

Become a vital part of a leading investment firm as a Senior Bilingual Portfolio Administrator in Montréal. This role emphasizes client account management and daily office operations.

Our client, an independent investment management firm in Canada, is seeking a senior-level candidate. As a Bilingual Portfolio Administrator, you will manage client investment accounts with precision while overseeing the Montréal office's efficiency. Your responsibilities include coordinating account activities and ensuring top-notch client service through organization and attention to detail.

Key Responsibilities:

• Administer client investment accounts with accuracy

• Oversee daily office operations and client reception

• Coordinate account openings and transactions

• Prepare monthly and quarterly client reports

• Resolve client inquiries promptly and professionally

Requirements:

• Fully bilingual in English and French

• Experience in portfolio or investment administration

• Exceptional organizational and multitasking skills

• Strong client service and communication abilities

• Proficiency in Microsoft Office and CRM systems

Elevate client relations and office management skills in a stable investment firm in Montréal.
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