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Portfolio Assistant Jobs in Alberta (NOW HIRING)

Bunge

Facility Assistant I

Grassy Lake, AB · On-site

The Facility Assistant I supports the daily operations of a grain and special crops facility by ... broad portfolio of plant-based oils, fats, and proteins. We work alongside our customers at both ...

Samsonite

Retail Assistant Manager

Calgary, AB · On-site

What You'll Be Doing: Assist the Store Manager with the following aspects of operating a retail ... With a portfolio of brands including Samsonite, Tumi, American Tourister, High Sierra, Gregory ...

Southern Glazer's Wine and Spirits

CA$80K - CA$95K/yr

Build and maintain calendar of business reviews for key portfolio partners. * Execute monthly ... Ability to adapt and can assist a variety of internal customer groups and varying personality types ...

Autodesk

Principal Experience Designer

Calgary, AB · On-site

Author the Autodesk Assistant pattern library so teams across the portfolio adopt scalable, customizable patterns rather than building point solutions, and set what good looks like for AI experiences ...

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Portfolio Assistant information

What is a portfolio assistant?

Portfolio Assistants are professionals who support portfolio managers and investment teams in the administration and management of investment portfolios. Their responsibilities typically include preparing reports, conducting research, handling client communications, and assisting with trade execution and compliance. By ensuring that all administrative and operational tasks are handled efficiently, Portfolio Assistants help portfolio managers focus on making informed investment decisions. This role often requires strong analytical, organizational, and communication skills, as well as knowledge of financial markets and investment products.

What does a portfolio assistant do?

As a Portfolio Assistant, you play a key support role by handling administrative tasks, preparing reports, and updating portfolio data to ensure smooth investment operations. You’ll regularly monitor portfolio performance, process trade orders, and help maintain compliance with regulations. This role involves close collaboration with portfolio managers, analysts, and occasionally clients, which provides valuable exposure to investment strategies and decision-making processes. The fast-paced environment also offers opportunities for learning and potential career progression within asset management.

What are the key skills and qualifications needed to thrive as a portfolio assistant?

To thrive as a Portfolio Assistant, you typically need strong analytical abilities, attention to detail, and a degree in finance, business, or a related field. Familiarity with portfolio management software, Microsoft Excel, and financial reporting systems is often required. Exceptional organizational skills, effective communication, and the ability to multitask help you excel in supporting portfolio managers and clients. These skills ensure accurate data management, smooth operations, and effective client service in fast-paced investment environments.

Does portfolio management pay well?

Portfolio management roles typically offer competitive salaries that vary based on experience, location, and the size of the firm. Professionals with certifications like the CFA and strong analytical skills tend to earn higher compensation, especially in financial hubs. Overall, portfolio management can be a well-paying career path for those with relevant expertise and credentials.

What are the most commonly searched types of Portfolio jobs in Alberta?

The most popular types of Portfolio jobs in Alberta are:

What are popular job titles related to Portfolio Assistant jobs in Alberta?

For Portfolio Assistant jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Portfolio Assistant jobs in Alberta look for?

The top searched job categories for Portfolio Assistant jobs in Alberta are:

Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in Alberta as of August 2026, with employment types broken down into 2% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Municipal District of Taber - Administrative Assistant

UpSourced HR

Taber, AB • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

The Municipal District of Taber is seeking to fill the role of Administrative Assistant in the Corporate Services department. This is a permanent in-office full-time position located at the Administration Office in Taber and reports to the Director of Corporate Services. This role performs a myriad of general, clerical, and accounting duties related to Corporate Services, including managing front desk reception services, handling customer inquiries, and maintaining accurate records, as well as to Legislative Services.

This role demands a high level of accuracy, initiative, and judgment, often involving complex tasks performed with minimal supervision. Key Work Activities Customer Service: Address front counter inquiries and assist ratepayers complete financial transactions. Assist ratepayers with inquiries in access to legislative processes and audiences with Council.

Legislative Services Duties Prepare agendas and record minutes for Council Committee meetings and provide backup support for Council meetings. Coordinate meal/refreshment requirements for Council and Committee meetings. Assist in maintenance of Council schedules.

Assist with municipal elections and censuses. Corporate Services Duties Lead department efforts in document and records management. Assist with Access to Information Request fulfillment.

Maintain agreements related to Corporate Services. Draft, edit, and/or format Requests for Decision and other memos for Council and Committee meetings, advertisements, Requests for Proposals, and presentations. Cross training and relief responsibilities in order to provide support for Finance Clerk and Coordinator portfolios.

Perform manual journal entries and other data entries. General Duties Use various software and programs for administrative and accounting tasks. Maintain internal contact and distribution lists.

Handle and transfer phone calls, provide general information. Manage incoming/outgoing deliveries and mail, data filing, inventory, and various clerical tasks. Photocopying, scanning, filing, planning and carrying out staff and organizational events, miscellaneous typing, and managing refreshments for staff area(s) and Council Chambers.

As assigned, participation in the municipal emergency management program. General administrative tasks to assist the Corporate Services department and organization. Other duties as assigned by the Director of Corporate Services Qualifications and Requirements A combination of education and/or experience related to this position may be considered.

High School Diploma required. Post-secondary Certificate or Diploma in accounting, business management, office management, or related field is preferred. Knowledge in Business Administration.

Experience in customer service, clerical work, and financial management. Proficiency in using various computer programs including Microsoft Office applications Ability to work independently and with minimal supervision. Strong initiative and judgement skills.

Efficient and effective provision of customer services. Effective communication skills, both verbal and written. Ability to multi-task and maintain organizational skills.

Competency in computer knowledge and ability to manage various software programs. Ability to maintain confidentiality. The MD of Taber offers a competitive compensation package and a comprehensive employee benefits program, including Health, Dental & Vision, Life and Long-term Disability, participation in the Local Authorities Pension Plan (LAPP), among others.

Typical hours are Monday to Friday 8:00 am to 4:30 pm; however, occasional evening or weekend work may be required to support meetings and special events. Applications must contain a cover letter and resume. The posting will remain open until a suitable candidate is found.

Only those selected for an interview will be contacted.

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