Portfolio Administrator

5 days ago

Toronto, Canada Leith Wheeler Investment Counsel Full time

Employment Opportunity for the position of

**Portfolio Administrator**

Toronto, ON

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.

Responsibility Areas:

- 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

Qualification and Experience:

- 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.

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Day shift
- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- financial services: 2 years (preferred)

Work Location: Hybrid remote in Toronto, ON M5H 3P5

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