Our client is looking for a dedicated Portfolio Administrator to join their team in Edmonton, Alberta. This role supports portfolio management teams with day-to-day administrative, client service, and operational activities. The ideal candidate is highly organized, detail-oriented, and comfortable managing documentation, coordinating requests, and supporting smooth portfolio administration.

Responsibilities:
Manage client cash movements, account updates, and transfers accurately.
Prepare and organize new account opening documentation.
Coordinate with custodians and internal teams to resolve account and transaction issues.
Maintain accurate client records in line with internal and regulatory standards.
Provide administrative and operational support to Portfolio Managers and senior team members.
Assist with reports, client statements, and investment-related documents.
Coordinate scheduling and general administrative tasks.
Support additional operational needs as required.

Experience in administration, portfolio support, or financial services coordination.
Strong attention to detail and ability to manage high-volume documentation accurately.
Knowledge of client service, record management, and office administration.
Proficiency with CRM and common office tools.
Strong communication, teamwork, and customer service skills.
Professional handling of sensitive information.
Experience with ADP, Concur, or Cisco Webex Meetings is an asset.

How to Apply:
To be considered for this contract role, click the “Apply Now!” link or by using the Robert Half mobile app. Download it on the App Store or get it on Google Play today!

Reference Number: 05110-0013487745

Robert Half would like to thank all applicants for their expressed interest however, only those candidates identified for interview will be contacted.

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