The Portfolio Administrator is responsible for assisting with the planning and recommendations on clients' and portfolios. This role plays a critical administrative and support function within the investment to client investment profiles. Perform other administrative duties as required to support the investment policy information as needed. Provide general administrative support to the broader team when required. Minimum 3-5 years of experience in an administrative or support role within a financial services or
The Portfolio Administrator is responsible for assisting with the planning and recommendations on clients' and portfolios. This role plays a critical administrative and support function within the investment to client investment profiles. Perform other administrative duties as required to support the investment policy information as needed. Provide general administrative support to the broader team when required. Minimum 3-5 years of experience in an administrative or support role within a financial services or