Portfolio Administrator, 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 Vancouver 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 a Portfolio Manager and Associate, providing accurate, timely information and service support of the opening, reporting and managing of private client accounts.

Job Description:

Position duties: 

  • Liaise with and respond to requests from clients, consultants, custodians and other interested parties
  • Liaise with other internal teams
  • Facilitate account opening, closing and ongoing administration with custodians, clients and consultants
  • Prepare monthly and quarterly reports
  • Prepare and assist with presentations
  • Event planning
  • Other duties and projects as required

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-taskings 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 OR fax 604-683-0323 by September 30th.