Portfolio Administrator

#14125 | Ontario, Toronto Area | Permanent

For over fifty years Synergie Hunt International has stood out from the competition by attracting the most talented individuals. We are looking to meet motivated people who are ready to make a difference by supporting our client partners meet and exceed their business goals.


Portfolio Administrator

Downtown Toronto

From $55,000.00

 

In this role you will take responsibility for providing exceptional support to the portfolio manager.  You display exceptional organizational skills and enjoy an administrative position with lots of variety.

 

TO BE SUCCESSFUL IN THIS ROLE:

You are an experienced administrator with an exceptional customer service orientation and a strong interest in working within the financial sector.

 

RESPONSIBILITIES

You will provide administrative support to portfolio manager.

You will liaise with clients, consultants and internal parties to facilitate account activity.

You will manage activities around investment accounts.

You will coordinate information and tasks with internal and external partners,

You will plan and organize client events.

You will ensure the office runs smoothly; order supplies as required.

You will prepare presentations and reports.

 

REQUIREMENTS

3+ years experience in administrative support

Experience working within the investment or financial services industry.

Completion (or current enrolment within Canadian Securities course) is an asset.

Experience manipulating a CRM (Customer relationship management) software.

Proficient in Microsoft Office with expertise in MS Word and Excel

Excellent verbal and written communication skills with superior writing skills.

Exceptional ability to manage multiple and changing priorities.

A passion for operational efficiency and client service.

Attentive to detail with great initiative and problem-solving skills.
Thrive in a team environment.

 

Superior benefit package and 3 weeks vacation to start.

 

We invite you to forward your resume today!

Toronto@hunt.ca


At Synergie Hunt International, we are attentive to the professional development of our candidates. We respect your goals and guide you to a role that is best suited to your expectations. - Your professional development is our passion!

Each application we receive is carefully reviewed to meet the requirements of the position we are recruiting for. Even if you are not selected for this position, we will evaluate your application for other roles.