Portfolio Administration Manager

Leith Wheeler Investment Counsel Ltd. is an employee-owned firm, headquartered in Vancouver with offices in Calgary, Toronto and Montreal. We manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are seeking an experienced Portfolio Administration Manager to join our Vancouver team on a 18-month maternity leave coverage contract. This role is responsible for managing and supporting an efficient team of administrators and ensuring the accurate, timely, and efficient execution of all portfolio administration functions.

This position reports to Head of Private Clients with a dotted line to Head of Institutional Clients.

**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.

**Salary**:
Competitive compensation commensurate with education, experience, and internal parity.

**Key Responsibilities**:

- Lead client onboarding, account transitions, and offboarding in coordination with Portfolio Managers, Operations, Compliance, and external parties (client, custodian, consultant, administrator, etc.).
- In conjunction with the Operations teams, manage and/or participate in projects and workflows that impact the client service teams. Provide expertise and coordinate required data entry, implementation and testing of new processes, technologies or operating models between client service team and other departments.
- Oversee Quarter-End reporting responsibilities and liaise with other groups to collect required reporting data, manage data input and generation of reports using our portfolio management accounting system. Responsible for ensuring the team meets milestones and delivery targets while tracking any potential errors.
- Lead special projects for the Portfolio Managers.
- Collaborate with the Compliance team to keep developing our processes to ensure client documentation is comprehensive and regularly updated.
- Manage and support portfolio administrators. Delegate regular work and special projects as required.
- In conjunction with the Senior Portfolio Administrator, continue to develop our library of best practices documenting our workflow.
- Organize and facilitate meetings, including scheduling, preparing agendas, taking minutes, and tracking action items.

**Qualification and Experience**:

- At least 8 years’ experience working in the financial services or related industry
- At least 4 years’ proven experience of managing teams and projects
- Computer skills: proficient in Excel, Word, PowerPoint, Teams and Outlook
- High degree of comfort overseeing the redesign and implementation of changes in workflows
- Canadian Securities course would be considered a benefit
- Experience using Salesforce would be an added advantage

**Attributes for Success**:

- Positively contributing to our Culture Blueprint: Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
- Outstanding communication ability, including writing and editing skills
- A dual passion for operational efficiency and client service
- Attention to detail
- Ability to manage multiple tasks and changing priorities
- Critical thinking: ability to understand the crux of the matter
- Ability to collaborate, influence and thrive in a team-based environment

**What We Offer**

**Leadership Opportunity** - Manage and support a team of 12 administrators, playing a key role in shaping processes and best practices within the firm.

**Professional Growth** - Exposure to the full spectrum of portfolio administration, with direct interaction across investment, compliance, technology, and client service teams.

**Impact & Visibility** - A chance to make meaningful contributions to operational efficiency and client service excellence during a critical coverage period.

**Collaborative Culture** - Work in a supportive, team-oriented environment within an employee-owned investment management firm.

**Learning Environment** - Gain hands-on experience with a wide range of investment products, systems, and operational projects.

**Job Type**: Fixed term contract
Contract length: 18 months

Pay: $75,000.00-$90,000.00 per year

Work Location: In person