Portfolio Assistant Jobs

Provides knowledge detailed information about products and services offered.

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

Assisting in portfolio management of communities that include homes, townhomes, condominiums, and mid-rises

Performing insurance management for communities

$20.00 to $25.00 per hour commensurate with experience

Potential Bonus eligibility yearly is offered based on company performance.

Maintaining current knowledge of governing documents, applicable state statutes, and local ordinances that apply to all assigned communities

PTO is offered at 6 hours per pay period.

Provides knowledge detailed information about products and services offered.

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

Provides knowledge detailed information about products and services offered.

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

Provides knowledge detailed information about products and services offered.

Broader work or accountabilities may be assigned as needed. Qualifications:

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Advanced knowledge of investment process and procedures.

CIM Designation (Chartered Investment Management)

Management that supports your work and progression

A key component of your responsibilities will also include ensuring that compliance to client mandate and portfolio models are met

Finally, you will assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.

Minimum of 2 years’ experience in a similar role

Advanced MS Office skills (Word, Excel, Power Point)

Demonstrated experience in planning and project management.

Knowledge of project management principles and methodologies.

Knowledge of quality improvement processes and tools.

Demonstrated ability to manage challenging and competing demands within a limited timeframe.

Excellent written and oral communication skills coupled with the ability to write or edit high quality business documents.

Strong planning, critical thinking and analytical skills.

** Please note: Eligibility for benefits offered is based on employment status **

Correspond with our 3rd party property managers, CRA, our financial institutions, and external resources as needed.

Strong communications and networking skills

Experience with Arcori, Yardi, and/or non-profit housing would be an asset.

Team leadership experience would be an asset.

Intermediate to Advanced Excel skills.

Calendar management, travel arrangements across various time zones (London, Singapore, Toronto), booking meetings internationally and planning events

10+ years’ experience supporting a senior executive within a global and complex organization

Previous experience in an investing environment would be considered an asset

A post-secondary education (college or university) is preferred

Superior MS Office skills (PowerPoint, Outlook, Word, Excel)

Experience navigating and collaborating through a broader suite of digital tools such as MS Teams, SharePoint, etc.