Portfolio Administrator, Private Clients and Foundations

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 proactive administrator to support the Private Client team in our Toronto office. Working closely with other administrators and Associates, the successful candidate will support up to three Portfolio Managers in the administrative management of client accounts, and smooth operation of the Toronto office. This position will appeal to someone who is passionate about client service, zealous in their pursuit of operational efficiency, and a self-starter who enjoys working in a team-based environment.

Job Description:

  • Client account opening, closing and transfers
  • Client monthly and quarterly reporting
  • Maintain client contact details and important documentation in CRM database
  • Accurately communicate with clients and provide timely information to clients
  • Coordinate information and tasks with internal and external partners, and assist with organizing meetings
  • Plan and organize client events
  • Maintain office appearance and equipment, order supplies as needed
  • Answer, screen and direct phone calls as needed

Job Qualifications:

  • 3-4 years’ administrative experience
  • Experience working in the investment or financial services industry, basic knowledge of investment account types
  • 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)
    • 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