Portfolio Administrator

Humans of HR is an upcoming boutique recruitment agency in Vancouver and is very quickly becoming the go-to agency for hiring and placement of skilled corporate professionals. Combined with our vast network and extraordinary customer-centric approach, we are the obvious choice in helping you find your next home.

We're recruiting on behalf of a well-established, independent investment counsel firm in Calgary for a Portfolio Administrator to join their Private Client team.

This is a great opportunity for a detail-oriented, client-focused professional who takes pride in delivering a white-glove experience. You'll work closely with a Portfolio Manager and a small, close-knit team, supporting high-net-worth clients and families and helping keep their accounts running smoothly.

Key Responsibilities

• Support a Portfolio Manager with the day-to-day administration of private client accounts
• Open, transfer and close accounts in line with regulatory requirements
• Process client transactions, contributions and withdrawals, and coordinate cash settlements
• Prepare monthly and quarterly client reports, year-end tax packages and client presentations
• Respond to client calls and emails promptly, and follow inquiries through to resolution
• Keep client records accurate and up to date in the CRM
• Coordinate client meetings and help plan client events
• Share front-office duties with the team, including greeting visitors, answering calls and general office organization
• Take on ad hoc requests and time-sensitive tasks as they come up

What You Bring

• Several years of experience in the investment or wealth management industry, with knowledge of investment account types
• Canadian Securities Course (CSC) completed or in progress
• Salesforce experience is an asset
• Strong working knowledge of Excel, Word, PowerPoint, Outlook and Adobe
• Excellent written and verbal communication skills
• A warm, professional and client-first approach
• Strong attention to detail and the ability to juggle shifting priorities
• A team player who thrives in a collaborative, social office environment

What's on Offer

• A stable, highly respected independent firm with a long-term, client-first philosophy
• A supportive, close-knit team culture
• Hybrid flexibility after an initial in-office onboarding period
• Health benefits from day one, RRSP contribution and three weeks' vacation
• Long-term growth, with the opportunity to build a lasting career with the firm