Portfolio Administrator

Career opportunity

Our subsidiary, Harbourfront Wealth Council, is looking to hire a permanent full-time Portfolio Administrator on our Millar Private Wealth team based in Ontario. Reporting to the Lead, Estate & Family Wealth Planning, the ideal candidate must have a meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills.

You will be responsible for

• Processing client account transactions.
• Completing financial requests, i.e., wire transfers and deposits, etc.
• Fee reconciliation.
• Maintaining records and files in accordance with regulatory guidelines according to established formats. Assisting with client inquiries and meetings.
• Utilizing various custodial or third-party software programs for client management and administration. Maintaining client correspondence records and databases.
• Producing timely and accurate reports/documentation as required.
• As...