Take on a pivotal role as a Portfolio Administrator at Bellwether, specializing in High Net Worth client services. This hybrid position allows you to manage vital client account operations effectively.Working closely with Portfolio Managers and a dedicated team, you will handle client inquiries, facilitate account management, and ensure compliance with AML procedures. Your client-focused approach and attention to detail are fundamental in providing top-notch support and maintaining excellence in client relations.Key Responsibilities:• Manage relationships with clients and custodians• Facilitate account opening and transaction monitoring• Support marketing activities with event coordination• Maintain accurate client databases and documentation• Conduct monthly reconciliations of client accountsRequirements:• Proficient in Microsoft Office and accounting software• Understanding of AML practices beneficial• Experience serving High Net Worth clients an asset• Strong team orientation and ability to handle pressure• Willingness to learn and adapt in a fast-paced settingContribute your expertise and enhance client relationships as a Portfolio Administrator at Bellwether Investment Management.#J-18808-Ljbffr
Portfolio Administrator For High Net Worth Clients
BELLWETHER INVESTMENT MANAGEMENT INC.
oakville, oakville
Published 20 days ago
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