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CAL: Portfolio Administrator, Private Clients
1 month ago
Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $29 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.
We are seeking a dynamic and proactive administrator to provide operational support to the Private Client team in the Calgary office. This role encompasses administration and some reception duties. The successful candidate will work closely with Portfolio Managers, Associate/s and Administrators, providing accurate, timely information and service support. 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.
Salary Range: $50,000 – $56,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).
Diversity and Inclusion: Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, color, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.
- 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
Job Qualifications:
- 3-4 years' office administrative experience
- At least two years' 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
Thank you in advance for your interest. If your profile meets our requirement, we will gladly reach out to you.
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