Portfolio Administrator

4 weeks ago

Vancouver British Columbia, British Columbia, Canada Leith Wheeler Investment Counsel Ltd. Full time

Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $25 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

There are four open positions: 2 full time permanent, and 2 full time contract (12-18-months maternity leave replacement).

The primary role of the administrator is to provide operational support to the Institutional Portfolio Management group or to the Private Client team. This position will appeal to someone with experience in the financial services industry, preferably within an investment management setting, who is passionate about client service, zealous in their pursuit of operational efficiency, and comfortable working in a team-based environment.


Responsibility Areas:

  • Prepare monthly and quarterly client reports, correspondence, and presentations
  • Respond to auditor, client, and consultant requests
  • Assist with openings, transfers, and closings of client accounts
  • Maintain client contact details and important documentation in CRM database
  • Distribute portfolio reviews on a quarterly basis
  • Help with ad hoc projects of a group-specific or firm wide nature
  • Ad hoc marketing assistance, including updates of group’s conference calendar, ordering marketing materials, and assisting with event logistics as required
  • General administrative duties including reception coverage


Qualification and Experience:

  • 3-5 years' office administrative experience
  • 3-5 years' experience working in the investment or financial services industry
  • Completion (or current enrollment) in the Canadian Securities Course is an asset
  • High level of proficiency in:
  • Excel (pivot tables, VLOOKUPS)
  • Word (version control, document editing)
  • PowerPoint (advanced presentations)
  • Outlook (shared calendars, meeting ownership)
  • CRM database and Portfolio Management Software (contact management, report production) – Advent APX and Salesforce


Attributes for Success:

  • Positively contributing to our Culture Blueprint: Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
  • Exceptional verbal and written communication skills, and demonstrated ability to interact with clients, preferably in a financial services related position
  • Comfort reading and editing legal documents
  • A dual passion for operational efficiency and client service
  • Attention to detail; and an inquisitive mind
  • Exceptional ability to manage multiple tasks and changing priorities
  • A penchant for initiative-taking and problem solving
  • Ability to collaborate and thrive in a team-based environment

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