Portfolio Operations Associate
Job Description & How to Apply Below
IQ PARTNERS in Oakville seeks an Associate Portfolio Administrator to support client accounts, coordinate investment administration, and deliver a standout client experience within a collaborative, team-oriented environment. You will work alongside Portfolio Managers, Advisors and Relationship Managers, handling onboarding, documentation, reporting and daily servicing.
The role requires strong organization, client focus and proficiency with MS Office; CSC is a plus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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