Toronto

Portfolio Administrator (Toronto)

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 proactive administrator to support the Private Client team in our Toronto office. Working closely with other administrators and Associates, the successful candidate will support one Portfolio Manager in the administrative management of client accounts, and smooth operation of the Toronto office.

This position will appeal to someone who is passionate about client service, event planning (social/hosting skills, and knowledge of Toronto arts and entertainment venues), and office management & reception duties (always ready to receive clients and prospects, and keep the office functioning smoothly).

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:

  • Client account opening, closing and transfers
  • Client monthly and quarterly reporting
  • Maintain client contact details and important documentation in CRM database
  • Accurately communicate with clients and provide timely information to clients
  • Coordinate information and tasks with internal and external partners, and assist with organizing meetings
  • Plan and organize client events
  • Maintain office appearance and equipment, order supplies as needed
  • Answer, screen and direct phone calls as needed

Job Qualifications:

  • 3-4 years’ administrative experience
  • Experience working in the investment or financial services industry, basic knowledge of investment account types
  • 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 ability to manage multiple tasks and changing priorities
  • Excellent writing skills
  • Exceptional verbal communication skills, and demonstrated ability to interact with clients
  • 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.