Portfolio Administrator

Humans of HR is working with an established organization in the financial services space to recruit a Portfolio Administrator to support its Private Client group.

This role is well suited to someone who enjoys being at the centre of client service and operations — ensuring accuracy, responsiveness, and a smooth experience for both clients and internal partners. You’ll work closely with Portfolio Managers and operational teams, providing reliable support that keeps everything running efficiently.

The Opportunity

As a Portfolio Administrator, you’ll play a key role in supporting private client relationships by managing administrative processes, responding to client needs, and ensuring operational details are handled with care. This is a hands-on role for someone who takes pride in being organized, detail-focused, and service-oriented.

Key Responsibilities

• Supporting a high standard of service for private clients through timely, profession...