Portfolio Administrator

A post of Portfolio Administrator is vacant at the BCI and they’re inviting candidates to fill out and submit the application form. They’re appointed to perform complex calculations to arrive at accounting allocations, process transactions and post accounting entries to the book of record in a timely and accurate manner, including correct client allocations. Registration for this post has already started and it will end soon. 

Employer Name: BCI 
Position: Portfolio Administrator 
No. of vacancies:
Salary: $78,000 to $85,000 per year 
Employment Type: Full-time 
Location: Victoria, Canada 

Job Description 

  • Candidates are appointed to reconcile transactions across systems and investigate and resolve discrepancies. 
  • They’re appointed to coordinate monthly fee payments, allocate legal expenses, and process client distributions.  
  • Candidates are appointed to participate in capital account reconciliations. 
  • Candidates will have to be familiar with and adhere to SOC1 report requirements in day-to-day activities. 

Job requirement 

  • Candidates must have completed an undergraduate university degree or business diploma. 
  • They must attain a minimum of 3 years of experience with the financial, administrative and contractual aspects of investments. 
  • Candidates must attain a combination of education and experience. 
  • They must attain fluency with Microsoft Office applications, including strong Excel skills. 
  • They must attain the ability to manage and prioritize fluctuating workloads. 
  • Candidates must attain strong communication and interpersonal skills to be eligible for this post.  

Work setting 

  • Candidates must attain strong analytical and problem-solving skills to be eligible for this post. 

Benefits 

  • Candidates will get a decent pay scale at this post. 
  • Candidates will get paid vacation facility at this post. 
  • Candidates will get insurance benefits at this post. 
  • Facilities of bonus and promotion are also provided at this post.

How to apply 

The below-discussed link will help you fill out the application form. You just need to click on the link and let the application form open on your screen. Candidates will have to make sure to share genuine details in the application form. Some candidates get shortlisted for interviews, and candidates who clear the interview will get selected for this post. 

Apply now

 

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