Portfolio Administrator, Private Clients

Job Description:

• Take full ownership of the administration of client accounts, keeping records accurate and every file moving on time
• Lead and execute account onboarding, transfers, and closures in full compliance with regulatory requirements
• Process transactional requests and coordinate cash settlements as required
• Produce monthly and quarterly reports, client presentations, and year-end tax reporting packages
• Maintain accurate client records and documentation within the CRM system
• Proactively investigate and resolve client inquiries in a timely manner
• Develop a strong understanding of the firm’s investment products and services. Deliver a consistently positive, professional client experience across all interactions
• Work closely with internal operational teams to resolve issues and respond to client requests
• Assist with ad-hoc projects, including client events
  

What We Offer:

• Employee Ownership: This is the heart of what makes Leith Wheeler different. 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: Compensation is competitive and will be commensurate with education, experience, and internal parity. The package includes an RRSP contribution, extended health benefits from the day of joining (no waiting period), and three weeks’ paid vacation annually.

Job Qualifications:

• At least eight years of experience in the investment or financial services industry, with working knowledge of investment account types
• 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
• Intermediate proficiency in Excel, Word (version control and document polishing), PowerPoint (creating and editing presentations), Outlook, and Adobe Acrobat
• Experience with Salesforce CRM is an asset

Professional Competencies:

• Exceptional written and verbal communication skills
• Demonstrated ability to interact with clients
• A strong ability to manage multiple tasks and shifting priorities
• A dual passion for operational efficiency and client service
• Strong attention to detail and an inquisitive mind
• Great initiative and problem-solving skills
• The ability to collaborate and thrive independently and in a team-based environment