Toronto

Portfolio Administrator/Receptionist, Private Clients and Foundations

15 to 21-month Contract

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

We are seeking a self-motivated and independent individual who is dedicated to excellent client service to become part of our Toronto Private Client team. This individual is detail-oriented, a problem solver and able to work well under pressure. The successful candidate will work closely with 3 Portfolio Managers and an Associate, providing accurate, timely information and service support of the opening, reporting and managing of private client accounts.

Job Description:

Position duties: 

  • Provide administrative support to portfolio manager
  • Liaise with clients, custodians, consultants and internal parties to facilitate account activity
  • Process account opening, closing and ongoing administration with custodians, clients and consultants
  • Prepare monthly and quarterly reports
  • Prepare and assist with presentations
  • Maintain client data records
  • Assist with event planning
  • Reception and office manager duties:
  • Managing meetings – video conference
  • Ordering supplies/stationary and working with office providers
  • Courier coordination

Job Qualifications:

  • Administrative experience, ideally in a supportive role
  • Canadian Securities course and/or relevant industry experience 
  • Exceptional customer service orientation
  • Proficient in Microsoft Office and Adobe
  • Excellent verbal and written communication skills
  • Strong organizational and multi-tasking skills
  • Gives great care to details
  • Ability to work well independently and with others

Thank you in advance for your interest. We regret that we can only respond to candidates chosen for an interview. To apply, please send your resume to diannez@leithwheeler.com OR fax 604-683-0323 by September 30th.