Portfolio Administrator, Pensions and Institutions

4 days ago

Vancouver, Canada Leith Wheeler Investment Counsel Full time

Employment Opportunity for the position of

**Portfolio Administrator (18-month contract)**

Vancouver, BC

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:

- Account opening, closing and transfers
- Preparation of monthly / quarterly reports and presentations
- Maintain client contact details and important documentation in CRM database
- Provide timely information to clients
- Coordinate information and tasks with internal and external partners

Qualification and Experience:

- 1-3 years’ office administrative experience
- Experience working in the investment or financial services industry is an asset
- 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:

- o Excel
- o Word (version control, document polishing)
- o PowerPoint (making presentations)
- o 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, Fixed term contract
Contract length: 18 months

Schedule:

- Day shift
- Monday to Friday

**Experience**:

- Financial services: 1 year (preferred)

Work Location: Hybrid remote in Vancouver, BC

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