Portfolio Administrator at Canaccord Genuity.

About the role: Canaccord Genuity is seeking a Portfolio Administrator to join our team in Melbourne. This role is integral to our operations in the financial services sector, where we aim to provide outstanding service to our clients. You will be part of a dynamic environment that emphasizes teamwork and high performance.

Key facts: Location: Melbourne CBD, Melbourne Engagement: Full-time Team: Portfolio Services

What you'll do

- Manage and maintain client portfolios, ensuring accuracy in reporting and compliance.
- Collaborate with various teams to support the execution of investment strategies and client requests.

Requirements

- A minimum of 2 years of experience in portfolio administration or a related field.
- A degree in finance, business, or a related discipline.




- Strong analytical skills and attention to detail.
- Proficiency in Microsoft Excel and portfolio management software.

Nice to have

- Experience with financial markets or investment products.
- Familiarity with regulatory requirements in the financial services industry.

Skills & tools

- Excellent communication skills, both written and verbal.
- Ability to work effectively in a team-oriented environment.
- Strong organizational skills and the ability to manage multiple tasks simultaneously.

Practical notes

- Applicants must have the right to work in Australia.
- We offer a competitive salary and advantages package.

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📌 Portfolio Administrator (Melbourne)
🏢 Canaccord Genuity
📍 Melbourne