Portfolio Administrator – 18 Month Contract

Our client is an established financial institution who is looking for a Portfolio Administrator in Vancouver to join their dynamic, growing team. This position will work closely with the Portfolio Manager to help the office meet the support and financial needs of their clients. This is an 18-month maternity leave contract. The position is an in office role, however there is a possibility for more flexibility after the successful completion of the probation period.

ABOUT OUR CLIENT
Our client is an established financial institution who is looking for a Portfolio Administrator in Vancouver to join their dynamic, growing team. This position will work closely with the Portfolio Manager to help the office meet the support and financial needs of their clients. This is an 18-month maternity leave contract. The position is an in office role, however there is a possibility for more flexibility after the successful completion of the probation period.

ABOUT THE OPPORTUNITY
The client is seeking a dedicated Portfolio Administrator with a minimum of 2-3 years of relevant experience to join their team. This role offers an excellent opportunity for growth and development in the field of investment portfolio management. The ideal Portfolio Administrator will have their CSC.

ABOUT THE POSITION
Initiate and terminate accounts, as well as facilitate transfers
Compile monthly and quarterly reports and presentations
Deliver prompt information to clients
Address inquiries from consultants and custodians
Update and maintain client contact information and key documents in the CRM database
Collaborate with internal and external stakeholders on information and task coordination
Support various ad-hoc projects, including event planning

THE REQUIREMENTS
Degree in Finance, Economics, Business Administration, or related field.
2+ years of experience in financial services or admin, financial services.
Canadian Securities Course completion.
Strong communication skills.
Highly organized.
Intermediate MS office skills.
Basic understanding of financial markets, investment instruments, and portfolio management principles.
Familiarity with investment management software and tools is an asset.
Good analytical skills with the ability to work with financial data.

COMPENSATION
Annual salary ranges up to $55,000. Potential for hybrid work arrangement after probation period and depending on performance.

HOW TO APPLY
Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Lauren Tokawa at:604 689 8687 ext. 227 or email Ltokawa@impactrecruitment.ca. To learn more about our open positions, visit us at impactrecruitment.ca.

ABOUT IMPACT RECRUITMENT
Specializing in a wide variety of industries and recruitment verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth.
The Certified Candidate® system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate® and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca.

Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.

IMP06