Talent.com
Leith Wheeler Investment Counsel Ltd.
Portfolio Administrator, Montréal OfficeLeith Wheeler Investment Counsel Ltd. • Montréal, Québec
Portfolio Administrator, Montréal Office

Portfolio Administrator, Montréal Office

Leith Wheeler Investment Counsel Ltd. • Montréal, Québec
30+ days ago
Job type
  • Full-time
Job description

Job Description:

  • Client account administration:Take full ownership of the administration of our Montréal 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.
  • Office management:Manage the day-to-day operations of the Montréal office, acting as the primary point of contact for office matters.Handle reception duties, including greeting clients and visitors and managing incoming calls, mail, and couriers.Oversee procurement of office supplies, equipment, and services, and coordinate with vendors and suppliers.Coordinate facilities matters and liaise with building management as needed.Support meeting planning and logistics, and assist in planning and executing client events.Coordinate activities with internal teams across our other offices and with external partners.Support the team in resolving ad hoc issues and time-sensitive requests as they arise.

What We Offer:

  • Employee Ownership: This is the heart of what makes Leith Wheeler different. Most of our people are shareholders, and over time you would have the opportunity to become one too. When the firm does well, you share in it.
  • An open culture: Ideas here are judged on their merit, not on who raised them. Whether you are new or have been with us for years, your voice counts.
  • A real team: You will work alongside experienced, approachable colleagues who want to see one another do well.
  • Balance: We work hard, but we also think people do their best work when life outside the office is not an afterthought. Our approach is flexible.
  • Room to grow: A boutique firm gives you exposure across the business that a larger shop rarely can. You will pick up skills well beyond the job description.
  • A shared purpose: We are independent and we think in decades, not quarters. The measure that matters to us is whether clients trust us with what they have worked to build.
  • Competitive compensation: 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 competitive paid vacation.

Job Qualifications:

  • Ten or more years of experience in the investment or financial services industry, with working knowledge of investment account types.
  • 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.
  • Full bilingualism in French and English, written and spoken. We require English because you will deal directly with our English-speaking clients and coordinate every day with colleagues and operations teams in Vancouver, Calgary, and Toronto, where the working language is English.
  • Demonstrated ability to interact directly with clients.
  • A strong ability to manage multiple tasks and shifting priorities.
  • A genuine passion for both operational efficiency and client service.
  • Strong attention to detail and an inquisitive mind.
  • Great initiative and sound problem-solving skills.
  • The ability to collaborate and to work independently within a small, team-based environment.
Create a job alert for this search

Portfolio Administrator, Montréal Office • Montréal, Québec

Similar jobs

Mortgage Broker (Quebec)

Perch | Mortgages, simplifiedmontreal (administrative region), qc, Canada
Full-time

Location: Fully Remote (Canada).Compensation: Competitive Commission Structure | Uncapped Earning Potential.Grow Your Mortgage Business by 50-100%.If you're an elite mortgage broker or a mortgage a... Show more

 • Promoted

Dynamic Portfolio Manager in Montreal

Valnet Inc.Montreal
Full-time

Be a driving force at Valnet as a Portfolio Manager in Montreal, steering complex projects with exceptional analytical skills and financial oversight.Optimize digital publishing performance through... Show more

 • Promoted

Montréal - Fiscalité Impôt américain - Professionnel ou senior

EYMontreal
Full-time

Joignez‑vous au groupe de fiscalité américaine du bureau d’EY à Montréal et participez directement à des mandats importants auprès de clients de premier plan du secteur de l’infrastructure, du capi... Show more

 • Promoted

Lead - Administrateur(trice) de Propriétés / Lead Property Administrator

Pure IndustrialMontreal
Full-time

Ce sont nos collaborateurs qui nous distinguent.Chez Pure Industriel, nous nous engageons à favoriser la diversité et l'inclusion au sein de notre organisation; par conséquent, nous encourageons to... Show more

 • Promoted

Bilingual Registered Plans Administrator

Beyond Bilingual Inc.Montreal (administrative region), QC, CA
Full-time +1

Bilingual Registered Plans Administrator.Environment: Hybrid - Currently 1 day/week in the office, soon to be 2 days/week, typically Mon & Tues.Shifts: Eastern Standard Time: 9:00 am – 5:00 pm or 8... Show more

 • Promoted

Commercial Property Administrator

LeyadMontreal (administrative region), QC, CA
Full-time

Leyad is a Montreal-based real estate investment and management firm with a diverse portfolio of residential, commercial, and industrial properties across Canada.For over a decade, we’ve focused on... Show more

 • Promoted

Lead - Administrateur(trice) de Propriétés / Lead Property Administrator

Carrières Pure IndustrialMontreal (administrative region), QC, CA
Full-time

Lead - Administrateur(trice) de Propriétés / Lead Property Administrator.Property Management / Gestion immobilière Montréal,QC.À titre de chef(fe) de l’administration immobilière, vous serez basé(e... Show more

 • Promoted

Senior Financial Analyst Montréal

JobsMedia.iomontreal (administrative region), qc, Canada
Full-time

Devenez Analyste Financier Senior pour Artemis, basé à Montréal, et collaborez avec la direction pour des analyses financières percutantes.Ce rôle hybride requiert une expertise en normes comptable... Show more

 • Promoted

Bookkeeper (Montreal, Contract)

Rubicon PathMontreal, Montreal (administrative region), CA
Full-time

About the job Bookkeeper (Montreal, Contract).Our client, the BIG FOUR consulting firm, is hiring for the Bookkeeper position in the Montreal Area.This is a hybrid, contract position.The hourly com... Show more

 • Promoted

Portfolio Associate

ValnetMontreal
Full-time

Competitive base salary + bonus + benefits.This role blends strategic P&L ownership with hands‑on execution across revenue, content, audience growth, and product monetization.You will act as the ce... Show more

 • Promoted

Financial Planner - Montréal

TDMontreal
Full-time

This role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defin... Show more

 • Promoted

Lease Administrator

WSP in CanadaMontreal (administrative region), QC, CA
Full-time

The Opportunity – Build the Future with Us.Play a key role in supporting WSP’s national real estate portfolio as a.In this role, you will ensure accuracy, compliance, and efficiency across lease ag... Show more

 • Promoted

Coordinateur Développement Immobilier – Montréal (Résidentiel/Mixte)

Canderel GroupMontreal (administrative region), QC, CA
Full-time

Une entreprise immobilière reconnue cherche un(e) coordonnateur(trice) au développement à Montréal.Le candidat idéal a 2 ans d’expérience en développement immobilier et une maîtrise intermédiaire d... Show more

 • Promoted

Remote Portfolio Architect – Canada

Fidelity CanadaMontreal (administrative region), QC, CA
Remote
Full-time

A leading financial services firm based in Toronto is seeking a Portfolio Strategist to enhance its portfolio construction capabilities.The role involves supporting advisor clients and internal par... Show more

 • Promoted

Analyst/Senior Analyst, Real Estate Portfolio & Asset Management (Temporary – 12 months)

PSP Investments | Investissements PSPMontreal (administrative region), QC, CA
Temporary

We’re one of Canada’s largest pension investors, with CAD$299.We are seeking a detail‑oriented Analyst or Senior Analyst to support the Real Estate Portfolio & Asset Management team on a 12‑month c... Show more

 • Promoted

Bilingual Senior Account Manager, Portfolio Management

EQ BankMontreal (administrative region), QC, CA
Full-time

As part of a growing and dynamic Commercial Portfolio Management team, the Senior Commercial Account Manager is responsible for the day‑to‑day management of an assigned group of lending partners an... Show more

 • Promoted

Expert FPA Montréal Chez Cash Services

GardaWorldMontreal-Ouest
Full-time

Devenez Expert en Planification et Analyse Financière à Montréal.Ce rôle clé chez Cash Services Canada requiert des compétences analytiques et une collaboration avec des équipes variées pour un sou... Show more

 • Promoted

Montreal Business Analyst - Finance Focus

GuillevinMontreal (administrative region), QC, CA
Full-time

Take on a key role as a Business Analyst focused on Finance in Montréal, Quebec.You’ll drive efficiency and maintain process integrity while using financial technology solutions.This regular, full-... Show more

 • Promoted

Real Estate Services Coord

CBRE HotelsMontreal (administrative region), QC, CA
Full-time

Anastasia Koklyagina, Associate and Commercial Real Estate Broker, specializes in tenant representation for the Greater Montreal office market.Teamed with David Wolf, a leading expert of the North ... Show more

 • Promoted

Investment Portfolio Accountant

MakivvikMontreal (administrative region), QC, CA
Full-time

A community-focused organization in Montreal seeks a detail-oriented individual for a financial administration role.This position involves preparing loan deposits, maintaining investment records, a... Show more