Our client is a highly respected, employee‑owned investment management firm with offices across Canada and they are seeking a proactive and service‑oriented Portfolio Administrator to join their Private Clients team in Toronto, ON. This opportunity is ideal for someone who enjoys supporting Portfolio Managers in a fast‑paced environment, takes ownership of client files, and is passionate about delivering an exceptional client experience. Compensation, Benefits & Perks Salary range: $65,000 – $70,000 Hybrid work model (3 days in‐office in Downtown Toronto) Benefits (Day 1) 3 weeks vacation 4.5% RRSP employer contribution Strong commitment to professional development and continued learning Opportunity to become a shareholder Collaborative, transparent culture with a true ownership mindset Responsibilities Deliver a consistently positive and professional client experience Support Portfolio Managers and Associates with daily client administration Lead account onboarding, transfers, and closures in accordance with regulatory requirements Process transactional requests and coordinate cash settlements Prepare client presentations and reporting packages Produce monthly, quarterly, and year‑end reporting and tax packages Respond to client inquiries and resolve issues efficiently and professionally Maintain accurate client records and documentation within the CRM system Take ownership of assigned client files, ensuring workflow progression and data integrity Coordinate with internal teams and external partners to support client requests Assist with meeting logistics and client events Support reception duties including answering calls, greeting visitors, and maintaining office organization Handle ad hoc and time‑sensitive requests as needed Qualifications 5–8 years of experience in investment or financial services Strong understanding of investment account types and client servicing processes CSC completion is preferred (open to candidates willing to complete it) Experience with Salesforce CRM is an asset Exposure to Bloomberg is a nice‑to‑have Intermediate proficiency in: Excel, Word, PowerPoint, Outlook, and Adobe Acrobat Strong written and verbal communication skills Highly organized with excellent attention to detail Comfortable managing multiple priorities and shifting deadlines Professional, client‑focused approach with a proactive and curious mindset Ability to work independently while thriving in a collaborative team environment #J-18808-Ljbffr