We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals.

Position Summary and Key Accountabilities:

This is an administrative support opportunity for a candidate looking to pursue a career in wealth management. As a portfolio administrator, you will be responsible for:

• Preparing client meeting documents
• Filling out forms and applications
• Generating reports
• Updating internal systems
• Basic accounting tasks in excel
• Answering phones and greeting clients
• Looking after office supplies
• Preparing client meeting documents
• Conducting investment research
• Assisting portfolio managers and administration as needed

Qualifications:

• Some experience in the financial services industry
• Completion of post-secondary degree
• Completion of Canadian Securities Course is mandatory
• Excellent data entry skills
• Proficiency in Microsoft Office, particularly Excel
• Exceptional organization and strong communication (written and verbal) skills
• Interest in an investment related career
• Pursuit of CFA/CFP designation is preferred

Remuneration:

To be negotiated according to experience and commensurate with industry standards.