Our client, a reputable private wealth management firm, is seeking an experienced Portfolio Administrator to provide high-level administrative and operational support in a client focused, team oriented environment. This role is critical in supporting advisors who serve high net worth individuals, family trusts, and foundations. The ideal candidate brings a minimum of five years of administrative experience within the wealth management industry and is confident handling complex account documentation, investment transactions, and client communications with precision and professionalism.

Portfolio Administrator Responsibilities: Provide day-to-day administrative support for a book of high net worth clients, including individuals, family trusts, and corporations Oversee the full client account lifecycle: onboarding, documentation updates, maintenance, transfers, and closures Maintain accurate and up to date records in internal systems and CRM (Salesforce experience an asset) Prepare detailed reports, meeting packages, and investment summaries in coordination with the advisory team Ensure timely processing of trades, deposits, withdrawals, and account transfers Act as a reliable and professional point of contact for client inquiries, coordinating with advisors and custodians as needed Support compliance processes by ensuring proper documentation and adherence to KYC/AML and internal policy requirements Liaise with external custodians, legal, and tax professionals to coordinate account-related activities and reporting The successful candidate has: Completion of CSC or CPH is considered an asset; eligibility to sit CIRO licensing exams is required for this role Minimum of 5 years of administrative experience in the wealth management or private investment industry Strong knowledge of registered, non-registered, and tax-sheltered account types including RRSPs, RRIFs, RESPs, TFSAs, and trust accounts Solid understanding of financial products, reporting, and investment terminology High attention to detail and accuracy in handling confidential and time-sensitive information Proficiency with Microsoft Office Suite, particularly Excel; experience with Salesforce and Adobe Acrobat is an asset Enrollment in or completion of the Canadian Securities Course (CSC) is preferred Proven ability to multitask and manage competing priorities in a fast-paced, client-driven environment Strong verbal and written communication skills with a client service mindset Compensation and benefits: Salary range $65,000 – $80,000, commensurate with experience Career growth and advancement opportunities within a stable firm

Candidates must be legally authorized to work in Canada. Only candidates selected to move forward in the hiring process will be contacted.