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

Downtown Toronto

Salary based on experience

In this role you will take responsibility for providing exceptional support to the portfolio manager.

You display exceptional organizational skills and enjoy an administrative position with lots of variety.

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 AND TASKS

Provide administrative support to portfolio manager

Liaise with clients, consultants and internal parties to facilitate account activity

Process account opening, closing and ongoing administration

Manage meetings, video conferencing and assist with event planning

Prepare monthly and quarterly reports

Prepare presentations and maintain client data records

Greet clients and answer and direct phone calls

Order office supplies and coordinate couriers

REQUIREMENTS AND SKILLS

3+ years experience in administrative support

Completion of the Canadian Securities course or relevant industry experience

Proficient in Microsoft Office and Adobe

Excellent verbal and written communication skills

Strong organizational and multi-tasking skills

We invite you to forward your resume today to [email protected] 

Synergie Hunt International is fully compliant with AODA standards and is committed to providing accessibility to all applicants.

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.