Portfolio Administrator | Private Clients and Foundations

12-18 Month Contract

Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned, Vancouver-based investment counselor managing over $22 billion in assets on behalf of pension, foundation, corporate and individual clients across Canada.

Job Description:

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 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-tasking skills
  • Great attention to detail
  • Ability to work well independently and with others

Salary is commensurate with experience.

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.