As a Portfolio Assistant, you will serve as the operational backbone of the team, ensuring smooth day-to-day branch operations and efficient execution of administrative processes. This role is ideal for a detail-oriented professional who enjoys organization, relationship management, and coordinating multiple priorities in a fast-paced financial services environment.

Working closely with advisors, clients, and business partners, you will help streamline operations and support administrative projects within the team.
 

What You'll Do

Administrative & Operational Support

• Manage calendars, schedules, and meeting logistics to ensure efficient coordination of client appointments and team activities.
• Prepare documentation, reports, meeting materials, and client review packages to support financial planning and investment discussions.
• Maintain accurate client records and ensure all administrative tasks are completed in a timely and compliant manner.
• Coordinate office workflows, monitor deadlines, and help ensure operational excellence across the team.
• Organize and maintain work information, files, and documentation to ensure accuracy, completeness, and accessibility.
• Support the implementation of strategic initiatives by coordinating deliverables, tracking milestones, and monitoring progress.
• Gather, format, and analyze data to prepare regular and ad hoc reports, dashboards, and business insights.

Client Experience & Relationship Management

• Deliver exceptional service by responding to client inquiries, managing requests, and ensuring client needs are met efficiently and professionally.
• Prepare materials and information required for client meetings, annual reviews, and investment-related discussions.
   

Business Development & Team Support

• Coordinate marketing activities, client events, and sales materials to support advisor and client engagement.
• Identify opportunities to improve processes, service delivery, and operational efficiency.
• Monitor business performance metrics and help identify trends, gaps, and best practices to support team objectives.

Risk, Compliance & Governance

• Ensure all activities comply with regulatory requirements, policies, and procedures.
• Support risk management and compliance processes that protect client interests and safeguard bank assets.
• Maintain current knowledge of investment products, services, industry trends, and regulatory requirements.

What You'll Bring

• 0-1 year of experience in an administrative, financial services, client service, or operations support role.
• Post-secondary education in Business, Finance, Administration, or a related field, or an equivalent combination of education and experience.
• Strong administrative, organizational, and time-management skills with the ability to manage competing priorities.
• Experience coordinating schedules, documents, client communications, and operational processes.
• Excellent attention to detail and a commitment to accuracy.
• Strong communication and relationship-building skills.
• Analytical thinking and problem-solving capabilities.
• Ability to work collaboratively in a team-oriented environment.
• Relevant investment industry licensing, where required.

Why Join Us?

This position offers the opportunity to become a critical member of a collaborative investment team, where your organizational expertise, administrative excellence, and client-first mindset directly contribute to business success and an outstanding client experience. You'll gain network and exposure in wealth management while developing valuable operational and project coordination skills.