Administrator

Overview

This is an exciting opportunity to join a dynamic and rapidly growing partnership of Canadian Portfolio Managers on the leading edge of the financial services and financial technology industry.

We’re in search of an enthusiastic person with a positive attitude to join our Wealth Management team as an Account Administrator/Client Service Representative. We are looking for a proactive individual who is committed to self-improvement and expertise development in their field. The successful candidate will demonstrate a strong sense of ownership and responsibility, ensuring accurate and efficient problem-solving daily. An unwavering dedication to the quality of their work is essential. This person will not only take initiative in their professional growth but also consistently uphold high standards in their performance.

The ideal candidate will have excellent people skills and enjoy regular interaction with clients and staff. You are client-service or...