Portfolio Administrator

Full-time, Permanent


4 weeks ago in Accounting and Finance

Job Description:

Our client, a boutique investment management company downtown requires a Portfolio Administrator to join their team.


  • Act as the primary support for two relationship managers
  • Familiar with affairs of assigned clients (~160 clients)
  • Respond to & deal with client inquiries: RRSP contributions & TFSA room, deposits & withdrawals, reporting, tax documents and processing/managing client transactions
  • Prepare new client & account opening documentation
  • Prepare for client meetings: agendas, presentations, forms & documents
  • Maintain CRM for assigned clients
  • Assemble material for client mailings (quarter end, ad hoc)
  • Supporting the Financial Planning process
  • Coordinate work with other Portfolio Administrators; providing support due to absences as needed
  • Provide backup support to other portfolio administrators when they are absent
  • Process trades and facilitate corresponding entries within portfolio management system
  • Participate equally in the rotation among portfolio administrators of various daily/weekly/bi- weekly shared duties


  • Strong verbal & written communication skills
  • Self-motivated with initiative to meet and beat deadlines
  • Friendly, with strong ability to develop professional relationships with clients
  • Above average degree of computer literacy & proficiency with MS Office Suite (Word, Excel, PowerPoint)
  • Organized & detail-oriented
  • Works well in team & quick to offer help
  • Flexible, eager to learn and punctual
  • Exposure to any planning software is considered an asset
  • Working knowledge of Toogood Portfolio Management System is considered an asset
  • Minimum five years’ experience related experience
  • Portfolio management system experience
  • Client relationship management system experience

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Kendra Penhale; k.penhale@tdspersonnel.com

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

Apply For The Job

Other Jobs You May Like