Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned, Vancouver-based investment counsel managing approximately $17 billion in assets on behalf of pension, foundation, aboriginal, corporate and individual clients across Canada.
This position will appeal to someone with experience in the financial services industry, preferably within an investment management setting, who is passionate about client service, zealous in their pursuit of operational efficiency, and comfortable working in a team-based environment.
Daily posting of portfolio transactions (cash withdrawals, deposits, US Dividends, fees);
Maintain accurate and proper reconciliations for custodian accounts daily/monthly/quarterly;
Client reporting as required (monthly reconciliations);
Ad hoc reporting of account detail to PM’s;
Assist other administrators as required;
Backup daily Money Market forecast;
Maintain organized records and filing, as required;
Other ad hoc administrative duties, as required;
Interest and dividend posting;
Assist with trading settlements, as required;
Candidate should be professional and responsible with a well-rounded knowledge of securities/investment management industry and able to work independently; should also have intermediate to advance computer skills with a good working knowledge of Microsoft Office. Candidate must have a proactive approach to problem solving and must be detail-oriented, organized and have a demonstrated ability to meet deadlines while working under pressure, having a hardworking and positive attitude. Candidate should be able to work with employees and clients at all levels and have excellent communication and interpersonal skills. The Canadian Securities Course and The Conduct & Practice handbook is an asset.
Salary will commensurate with experience.
Thank you in advance for your interest. We regret that we can only respond to candidates chosen for an interview.
For more information, please contact, in confidence, Tammy Grinnell at (604) 683 3391 or email email@example.com
© 2017 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.
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