David Aplin Recruiting
Portfolio Administrator for Private Clients
Job Description
Elevate client experiences as a Portfolio Administrator in a boutique investment management firm based in Downtown Calgary. This hybrid role requires wealth management expertise and exceptional organizational skills.
In this critical position, you will support the Private Client team by managing investment account administration and ensuring a smooth operation for Portfolio Managers. You will engage with clients directly and prepare vital reports and presentations, making your role pivotal to client satisfaction and operational excellence.
Key Responsibilities:
• Deliver outstanding client support via phone, email, and in-person
• Administer investment accounts, including openings and transfers
• Prepare client presentations and tax-reporting materials
• Maintain and update client information in the CRM system
• Coordinate meetings and assist with client events
Requirements:
• 3–5+ years of experience in financial services or investment administration
• Pr...
In this critical position, you will support the Private Client team by managing investment account administration and ensuring a smooth operation for Portfolio Managers. You will engage with clients directly and prepare vital reports and presentations, making your role pivotal to client satisfaction and operational excellence.
Key Responsibilities:
• Deliver outstanding client support via phone, email, and in-person
• Administer investment accounts, including openings and transfers
• Prepare client presentations and tax-reporting materials
• Maintain and update client information in the CRM system
• Coordinate meetings and assist with client events
Requirements:
• 3–5+ years of experience in financial services or investment administration
• Pr...