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For over fifty years Synergie has stood out from the competition by attracting the most talented individuals. We are looking to meet motivated people who are ready to make a difference by supporting our client partners meet and exceed their business goals.
Portfolio Administrator
Toronto - Hybrid
From $60,000.00
This role combines organizational proficiency, client interaction, and opportunities to contribute to event planning and operational financial management. Ideal for professionals seeking career growth in the investment or financial services sector while leveraging administrative and organizational expertise.
- Consider including a Cover Letter.
Portfolio Administrator
Toronto - Hybrid
From $60,000.00
This role combines organizational proficiency, client interaction, and opportunities to contribute to event planning and operational financial management. Ideal for professionals seeking career growth in the investment or financial services sector while leveraging administrative and organizational expertise.
- Consider including a Cover Letter.
TO BE SUCCESSFUL IN THIS ROLE:
You are an experienced administrator with an exceptional customer service orientation and a strong interest in working within the financial sector.
RESPONSIBILITIES
- Administrative support for portfolio managers and investment account activities.
- Client and consultant liaison, facilitating seamless account transactions.
- Event planning and coordination with internal and external stakeholders.
- Preparing presentations and reports for clients and internal teams.
- Ensuring smooth office operations, including supply management.
REQUIREMENTS
- At least 5 years in administrative support, specifically in the investment or financial services industry.
- Expertise in Salesforce CRM (APX knowledge is a bonus).
- Completion of the Canadian Securities Course (CSC)—an essential credential for this role.
- Advanced proficiency in Microsoft Office, especially Word and Excel.
- Strong written and verbal communication abilities.
- Exceptional multitasking, attention to detail, and problem-solving skills.
- A customer service mindset paired with a drive for operational efficiency.
Additional Perks: Comprehensive benefits package, fostering work-life balance and employee well-being.
We invite you to forward your resume today!
At Synergie, we are attentive to the professional development of our candidates. We respect your goals and guide you to a role that is best suited to your expectations. - Your professional development is our passion!
Each application we receive is carefully reviewed to meet the requirements of the position we are recruiting for. Even if you are not selected for this position, we will evaluate your application for other roles.
