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.
The primary role of the administrator is to provide operational support to the Institutional Portfolio Management group. 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.
Prepare monthly and quarterly client reports, correspondence, and presentations
Support upcoming quarterly report automation process development and implementation
Respond to auditor requests
Support completion of Requests for Proposal and Due Diligence Questionnaires
Maintain client contact details and important documentation in CRM database
Support upcoming CRM transition through involvement in data migration, workflow development and training key personnel on the new system
Oversee client onboarding with internal and external stakeholders
Update quarterly product summary
Help with ad hoc projects of a group-specific or firm wide nature
General administrative duties
Experience working in the investment or financial services industry
Completion (or current enrollment) in the Canadian Securities Course
Excellent writing and editing skills
A penchant for initiative-taking and problem solving
A dual passion for efficiency and client service
Experience initiating workflow improvements and managing transitions in technology platforms
Excel (pivot tables, VLOOKUPS)
Word (version control, document polishing)
PowerPoint (advanced presentations)
Outlook (shared calendars, meeting ownership)
CRM database and Portfolio Management Software (contact management, report production)
Exceptional verbal communication skills, and demonstrated ability to interact directly with clients, preferably in a financial services related position
Impeccable attention to detail
Ability to manage multiple tasks and changing priorities
An inquisitive mind
Comfort reading and editing legal documents
Ability to work in a team-based environment
Thank you in advance for your interest.
© 2017 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.
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