Vancouver

Portfolio Administrator, Private Clients (18-month contract)

Leith Wheeler Investment Counsel Ltd. is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $25 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are seeking a dynamic and friendly administrator to provide operational support to the Private Client team in the Vancouver office. The successful candidate will work closely with a Portfolio Manager and Associate, 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: $50,000 – $55,000 per annum (actual salary offered will be 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:

  • Account opening, closing and transfers
  • Preparation of monthly / quarterly reports and presentations
  • Provide timely information to clients
  • Respond to consultant and custodian requests
  • Maintain client contact details and important documentation in CRM database
  • Coordinate information and tasks with internal and external partners
  • Assist with ad-hoc projects, including events

Job Qualifications:

  • 3-5 years’ office administrative experience
  • 3-5 years’ experience working in the investment or financial services industry is an asset
  • Completion (or current enrollment) in the Canadian Securities Course is an added benefit
  • Experience with Salesforce CRM is an asset
  • Intermediate level of proficiency in:
    • Excel
    • Word (version control, document polishing)
    • PowerPoint (making presentations)
    • Outlook

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 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.