Verified Job
Accounting - Finance
Senior Portfolio Administrator
Accounting - Finance
#692169
Remote / WFH
Job Description
About Raintree Wealth Management
Raintree Wealth Management is a growing discretionary portfolio management firm providing globally diversified, actively managed investment solutions for private clients, foundations, and family offices. Our focus on disciplined risk management, global asset allocation, and high-touch client service defines our culture and our standards.
We are seeking a Senior Portfolio Administrator to play a leadership role within our operations and client service team.
Role Overview
The Senior Portfolio Administrator is a key operational leader responsible for overseeing administrative functions, managing service workflows, and ensuring a seamless client and advisor experience. This role acts as the operational backbone of the firm, working closely with Portfolio Managers, Client Relationship Managers, compliance, and operations. This position is ideal for someone who is highly organized, detail-oriented, proactive, and comfortable working in a fast-paced, discretionary wealth management environment.
Key Responsibilities:
Administrative & Operational Oversight
Oversee daily administrative functions across client accounts
Manage and monitor the firm’s client service inbox, ensuring timely responses and appropriate task delegation
Coordinate service workflows and ensure service standards are met consistently
Client & Advisor Support
Serve as a senior escalation point for client and advisor requests
Support Portfolio Managers and Relationship Managers with account-related inquiries
Ensure service requests are handled efficiently, accurately, and in compliance with regulatory standards
Process Management & Improvement
Improve operational procedures and client service workflows
Maintain documentation standards and ensure regulatory compliance across service functions
Assist with audits, reporting, and internal controls as needed
Team Leadership
Support and mentor junior administrative staff
Help create structure and accountability within the operations team
Qualifications & Experience:
Minimum 5+ years of experience in wealth management, portfolio administration, or investment operations
Strong understanding of discretionary portfolio management environments including portfolio trading
Experience managing high-volume client requests and service workflows
Excellent organizational and time management skills
Strong written and verbal communication skills
High attention to detail and accuracy
The following will be considered an asset:
Experience working with Canadian custodians (e.g. Fidelity Clearing Canada)
Familiarity with CRM systems and portfolio reporting tools
Knowledge of regulatory and compliance requirements within Canadian wealth management
*Depending on the successful candidate's location, this position could be remote only.
What We Offer
Raintree Wealth Management offers the opportunity to work in a high-caliber, professional environment alongside experienced investment and client service professionals. Our team fosters a supportive, close-knit culture where collaboration, respect, and shared success are valued. We are committed to supporting your growth through meaningful career development opportunities, a competitive total rewards package, and a flexible hybrid work environment that promotes work-life balance.
Job Types: Full-time, Permanent
Pay: $80,000.00 per year
Benefits:
Dental care
Extended health care
Vision care
Work from home
Application question(s):
Are you legally authorized to work in Canada?
Do you have 5+ years experience in wealth management, portfolio administration or investment operations?
Work Location: Hybrid remote in Edmonton, AB T5S 1M3
Raintree Wealth Management is a growing discretionary portfolio management firm providing globally diversified, actively managed investment solutions for private clients, foundations, and family offices. Our focus on disciplined risk management, global asset allocation, and high-touch client service defines our culture and our standards.
We are seeking a Senior Portfolio Administrator to play a leadership role within our operations and client service team.
Role Overview
The Senior Portfolio Administrator is a key operational leader responsible for overseeing administrative functions, managing service workflows, and ensuring a seamless client and advisor experience. This role acts as the operational backbone of the firm, working closely with Portfolio Managers, Client Relationship Managers, compliance, and operations. This position is ideal for someone who is highly organized, detail-oriented, proactive, and comfortable working in a fast-paced, discretionary wealth management environment.
Key Responsibilities:
Administrative & Operational Oversight
Oversee daily administrative functions across client accounts
Manage and monitor the firm’s client service inbox, ensuring timely responses and appropriate task delegation
Coordinate service workflows and ensure service standards are met consistently
Client & Advisor Support
Serve as a senior escalation point for client and advisor requests
Support Portfolio Managers and Relationship Managers with account-related inquiries
Ensure service requests are handled efficiently, accurately, and in compliance with regulatory standards
Process Management & Improvement
Improve operational procedures and client service workflows
Maintain documentation standards and ensure regulatory compliance across service functions
Assist with audits, reporting, and internal controls as needed
Team Leadership
Support and mentor junior administrative staff
Help create structure and accountability within the operations team
Qualifications & Experience:
Minimum 5+ years of experience in wealth management, portfolio administration, or investment operations
Strong understanding of discretionary portfolio management environments including portfolio trading
Experience managing high-volume client requests and service workflows
Excellent organizational and time management skills
Strong written and verbal communication skills
High attention to detail and accuracy
The following will be considered an asset:
Experience working with Canadian custodians (e.g. Fidelity Clearing Canada)
Familiarity with CRM systems and portfolio reporting tools
Knowledge of regulatory and compliance requirements within Canadian wealth management
*Depending on the successful candidate's location, this position could be remote only.
What We Offer
Raintree Wealth Management offers the opportunity to work in a high-caliber, professional environment alongside experienced investment and client service professionals. Our team fosters a supportive, close-knit culture where collaboration, respect, and shared success are valued. We are committed to supporting your growth through meaningful career development opportunities, a competitive total rewards package, and a flexible hybrid work environment that promotes work-life balance.
Job Types: Full-time, Permanent
Pay: $80,000.00 per year
Benefits:
Dental care
Extended health care
Vision care
Work from home
Application question(s):
Are you legally authorized to work in Canada?
Do you have 5+ years experience in wealth management, portfolio administration or investment operations?
Work Location: Hybrid remote in Edmonton, AB T5S 1M3
