Portfolio Administrator

2 months ago

Calgary, Canada Leith Wheeler Investment Counsel Full time

Responsibility Areas:

- Client account opening, closing and transfers
- Prepare monthly and quarterly reports, presentations and year-end tax reporting packages
- Maintain client contact details and important documentation in CRM database
- Take complete ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible.
- Processing cheques, EFTs, client withdrawal and deposit/contribution requests
- Provide accurate and timely information to clients
- Coordinate information and tasks with internal and external partners, and assist with organizing meetings
- Plan and organize client events
- Answer, screen, and direct phone calls
- Welcome people in a friendly and professional manner
- Maintain office appearance and equipment, order supplies as needed
- Assisting the team in timely resolution of unexpected issues/tasks that may arise

Qualification and Experience:

- 3-4 years’ office administrative experience
- Experience working in the investment or financial services industry, working 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)
- PowerPoint (making presentations)
- 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

Pay: $50,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

**Education**:

- Bachelor's Degree (preferred)

Work Location: In person

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