Calgary

Office Administrator

Leith Wheeler Investment Counsel Ltd. is an independent, employee owned investment counsel/ portfolio manager managing over $20 billion in assets on behalf of pension, foundation, corporate and individual clients across Canada. 

Leith Wheeler is seeking a dynamic, friendly individual who is dedicated to client service to become part of our Private Client team in the Calgary office.  This individual has great attention to detail, is flexible and works well with minimal supervision.  This role encompasses reception with administrative duties; therefore, strong organization and communication skills, along with the ability to manage multiple tasks is essential. 

The successful candidate will work closely with Portfolio Managers and Associates, providing accurate, timely information and service support.  

Job Description:

  • Assist in preparing quarterly reports and presentations
  • Provide timely information to clients, consultants, accountants and lawyers
  • Assist with account opening and other administrative requests
  • Responsible for document management and maintaining client data records
  • Assist on special project based work as necessary
  • Welcome people in a friendly and professional manner
  • Plan events
  • Organize meetings
  • Video conferencing management & set-up
  • Answer, screen and direct phone calls
  • Responsible for and maintenance of office appearance and equipment 

Job Qualifications:

  • Exceptional customer service orientation
  • Intermediate proficiency in powerpoint, excel and word
  • Experience in reception and office administration
  • Strong verbal and written communication skills
  • Strong organizational skills
  • Gives great care to details
  • Ability to work well independently and with others
  • Completion of Canadian Securities Course is an asset

Thank you in advance for your interest. We regret that we can only respond to candidates chosen for interview. 

To apply, please send your resume to Dianne Zelinski at diannez@leithwheeler.com.

Resumes will be accepted until May 31, 2019