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Portfolio Administrator
3 hours ago
Leith Wheeler Investment Counsel Ltd. is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.
We are seeking a dynamic and friendly Portfolio Administrator to provide operational support to the Private Client team and exceptional client service in the Vancouver office. The successful candidate will work closely with two Portfolio Managers, 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 comfortable working in a team-based environment.
Responsibility Areas:
- Ensure a positive and professional client experience
- Lead and execute the account onboarding, closing and transfer process, while adhering to compliance requirements
- Understand Leith Wheeler's investment products and services
- Carry out transactional requests and coordinate cash settlements, as needed
- Prepare and customize presentations for prospects and existing clients
- Investigate and resolve all client inquiries
- Respond to consultant and custodian requests
- Maintain client contact details and important documentation in CRM database
- Work closely with internal operational teams to resolve issues and respond to client requests
- Assist with ad-hoc projects, including client events
Qualification and Experience:
- 5-7 years of office administrative experience
- 5-7 years of experience working in the investment or financial services industry
- Completion (or current enrollment) in the Canadian Securities Course (CSC) is an asset
- After passing the probationary period, we require all Client Services Associates to enroll in the CSC
- Experience with custodian accounts is highly desirable
- Excellent verbal and written communication skills
- Exceptional attention to detail
- Strong organizational and time-management skills
- Advanced level of proficiency in: Excel, Word (version control, document editing), PowerPoint (creating and editing presentations), Outlook, Adobe Acrobat
- Experience with Salesforce CRM is an asset
Professional Competencies:
- Exceptional verbal communication skills, and demonstrated ability to interact with clients
- Exceptional ability to manage multiple tasks and changing priorities
- Excellent writing skills
- 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 independently and in a team-based environment
What We Offer:
- Employee Ownership: As an employee-owned firm, we believe in rewarding those who contribute to our collective success. Team members have the opportunity to become future shareholders and grow alongside the firm.
- Open and Transparent Culture: We value open dialogue, collaboration, and trust. Everyone has a voice, and ideas are encouraged - whether they come from a new hire or a long-time partner.
- Team-Oriented and Supportive Environment: You'll work closely with experienced professionals who are approachable, respectful, and invested in each other's success.
- Work-Life Balance: We understand that personal well-being fuels professional excellence. Our flexible, balanced approach enables you to thrive both inside and outside of work.
- Learning and Development: As part of a boutique firm, you'll gain exposure to multiple facets of the investment business and have the chance to broaden your skills and impact.
- Shared Purpose: Join a firm built on independence, integrity, and long-term relationships where we measure success by the trust we build and the results we deliver for our clients.
- Competitive Compensation Package: salary commensurate with education, experience, and internal parity; RRSP contribution; Extended health benefits from day of joining (no waiting period); 3 weeks' vacation, annually
Job Types: Full-time, Permanent
Pay: $55,000.00-$65,000.00 per year
Benefits:
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- RRSP match
- Vision care
Work Location: Hybrid remote in Vancouver, BC V6C 3A6
