Job Title

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.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.Job Description:Ensure a positive and professional client experienceLead and execute the account onboarding, closing and transfer process, while adhering to compliance requirementsUnderstand Leith Wheelers investment products and servicesCarry out transactional requests and coordinate cash settlements, as neededPrepare and customize presentations for prospects and existing clientsInvestigate and resolve all client inquiriesRespond to consultant and custodian requestsMaintain client contact details and important documentation in CRM databaseWork closely with internal operational teamsto resolve issues and respond to client requestsAssist with ad-hoc projects, including client eventsWhat 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 : Youll work closely with experienced professionals who are approachable, respectful, and invested in each others 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, youll 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, annuallyJob Qualifications:5-7 years of office administrative experience5-7 years of experience working in the investment or financial services industryCompletion (or current enrollment) in the Canadian Securities Course (CSC) is an assetAfter passing the probationary period, we require all Client Services Associates to enroll in the CSCExperience with custodian accounts is highly desirableAdvanced level of proficiency in:ExcelWord (version control, document editing)PowerPoint (creating and editing presentations)OutlookAdobe AcrobatExperience with Salesforce CRM is an assetExceptional written and verbal communication skillsDemonstrated ability to interact with clientsExceptional ability to manage multiple tasks and changing prioritiesA dual passion for operational efficiency and client serviceAttention to detail; and an inquisitive mindPossess great initiative and problem-solving skillsAbility to collaborate and thrive independently and in a team-based environmentThank you in advance for your interest. If your profile meets our requirement, we will gladly reach out to you. #J-18808-Ljbffr