Portfolio Administrator - Brantford

Only for registered members Brantford, Canada

7 hours ago

Default job background
$38,000 - $48,000 (CAD)

Job summary

We are seeking a dynamic and organized individual to join our team as Portfolio Administrator in this in-office role you will provide crucial support to our Wealth Advisors enabling them to focus on client relationships and strategic financial planning.

In this role you will assist in managing client accounts conducting research preparing reports and ensuring a seamless client experience.


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