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 $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 Vancouver office. Working closely with an Associate, the successful candidate will support 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.

Job Description:

Responsibility Areas:

  • Open, close and transfer accounts
  • Prepare monthly / quarterly reports and presentations
  • Maintain client contact details and important documentation in CRM database
  • Provide timely information to clients
  • Coordinate information and tasks with internal and external partners

Qualifications and Experience:

  • 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