Vancouver

Portfolio Administrator, Private Clients

Leith Wheeler Investment Counsel Ltd. is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are seeking a dynamic and friendly Portfolio Administrator to provide operational support to the Private Client team and exceptional client service in the Vancouver office. The successful candidate will work closely with a Portfolio Manager, providing accurate, timely information and service support. This position will appeal to someone who is passionate about client service, zealous in their pursuit of operational efficiency, and comfortable working in a team-based environment.

Salary Range: Competitive compensation commensurate with education, experience, and internal parity.

Diversity and Inclusion: Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

Job Description:

  • Ensure a positive and professional client experience
  • Lead and execute the account onboarding, closing and transfer process, while adhering to compliance requirements
  • Understand Leith Wheeler’s investment products and services
  • Carry out transactional requests and coordinate cash settlements, as needed
  • Prepare and customize presentations for prospects and existing clients
  • Investigate and resolve all client inquiries
  • Respond to consultant and custodian requests
  • Maintain client contact details and important documentation in CRM database
  • Work closely with internal operational teams to resolve issues and respond to client requests
  • Assist with ad-hoc projects, including client events

Job Qualifications:

  • 5-7 years of office administrative experience
  • 5-7 years of experience working in the investment or financial services industry
  • Completion (or current enrollment) in the Canadian Securities Course (CSC) is an asset
  • After passing the probationary period, we require all Client Services Associates to enroll in the CSC
  • Excellent verbal and written communication skills
  • Exceptional attention to detail
  • Strong organizational and time-management skills
  • Experience with Salesforce CRM is an asset
  • Advanced level of proficiency in:
    • Excel
    • Word (version control, document editing)
    • PowerPoint (creating and editing presentations)
    • Outlook
    • Adobe Acrobat

Attributes for Success

  • Positively contributing to our Culture Blueprint: Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
  • Exceptional verbal communication skills, and demonstrated ability to interact with clients
  • Exceptional ability to manage multiple tasks and changing priorities
  • Excellent writing skills
  • A dual passion for operational efficiency and client service
  • Attention to detail; and an inquisitive mind
  • Possess great initiative and problem-solving skills
  • Ability to collaborate and thrive independently and in a team-based environment

If this role interests you, please send us your resume at careers@leithwheeler.com.

Thank you in advance for your interest. If your profile meets our requirement, we will gladly reach out to you.