Portfolio Administrator, Newport Life - Toronto, Canada - NFP Corp

NFP Corp
NFP Corp
Verified Company
Toronto, Canada

3 weeks ago

Sophia Lee

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Sophia Lee

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Description

ABOUT NEWPORT PRIVATE WEALTH
Newport Private Wealth, a subsidiary of NFP Corp, is one of Canada's largest independent wealth management firms. We do things differently.

With a focus on delivering excellent client outcomes, we work with some of the wealthiest Canadian families helping to manage their complex wealth management challenges.

Newport promotes values of inclusivity, diversity, and equity and this is reflected in our interviewing, hiring and career development practices.

Our goal is to create an inclusive and inspiring workplace where everyone can reach their true potential. We thank all applicants for their interest in a career with Newport Private Wealth. We will only communicate with those selected for an interview.


THE ROLE
This position will support a team of portfolio managers in providing administrative support and client administration.


THE LOCATION
469 King St W, Toronto, Ontario, M5V 1K4


CLIENT ADMINISTRATION RESPONSIBILITIES

  • Assist and provide administrative support in an efficient and wellorganized manner in the areas of client portfolio management and reporting, administration, account opening and maintenance, executive calendar support and clerical duties.
  • Interact with clients, custodian and other financial advisors. Open new accounts; process requests for client accounts
- trades, cheques, wires deposits, transfers, and other transactions as necessary

  • Resolve trade settlement issues with custodians and internal operations staff
  • Maintain and update CRM system.
  • Coordinate the monthly KYC Update process
  • Maintain and update client accounts with the custodian
  • Prepare reports and other information for clients and portfolio managers
  • Provide support to portfolio managers.
  • Perform special projects as needed

SKILLS REQUIRED

  • Minimum of 5 years relevant experience
  • Postsecondary education or equivalent experience
  • Successful completion of the Canadian Securities Course is an asset
  • Exposure to an investment management or portfolio accounting system is an asset
  • Excellent organizational, interpersonal, verbal and written skills
  • Demonstrated history of responsiveness and problem solving capabilities
  • Ability to take initiative, be accountable and work in teamoriented environment
  • Ability to work collaboratively
  • Strong Microsoft Office skills
  • Curiosity and quick learning skills
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