We are an employee owned firm that is committed to investing, supporting and empowering our people. We wish to provide the opportunity for a long lasting and rewarding career in our growing organization. We are looking for people who are committed to reaching their personal best through taking on more responsibilities with time, including the possibility to advance to different leadership roles within the firm.

We are currently searching for a successful candidate to join our team in the role of a Portfolio Administrator. The role will entail supporting the operations team in various functions including transaction posting, account documentation and transitions, client reporting and other administrative duties. Please see the below posting for further details.


Portfolio Administrator