Junior Administrator (Calgary)

Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $23 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 Calgary office. This role encompasses administration and reception duties. The successful candidate will work closely with the Portfolio Administrator, Portfolio Managers 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.

Job Description:

  • Maintain client contact details and important documentation in CRM database
  • Provide timely information to clients
  • Client meeting preparation
  • Coordinate information and tasks with internal partners
  • Welcome people in a friendly and professional manner
  • Answer, screen, and direct phone calls
  • Plan events and organize meetings
  • Maintain office appearance and equipment
  • Assist:
    • The portfolio administrator in daily administrative tasks
    • With account opening and other administrative requests
    •  In preparing quarterly reports and presentations
    • On special project-based work as necessary

Job Qualifications:

  • 1-3 years’ office administrative experience
  • 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 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

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

For more information, please contact Kaushal Parikh (KP) at 604-683-3391 OR