Portfolio Administrator, Pensions and Institutions - Vancouver, Canada - Leith Wheeler Investment Counsel

Leith Wheeler Investment Counsel

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Employment Opportunity for the position of

Portfolio Administrator, Pensions and Institutions (6-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.

The primary role of the administrator is to provide operational support to the Institutional Portfolio Management group.

This position will appeal to someone with experience in the financial services industry, preferably within an investment management setting, who is passionate about client service, zealous in their pursuit of operational efficiency, and comfortable working in a team-based environment.

Responsibility Areas:

Prepare monthly and quarterly client reports, correspondence, and presentations
Respond to auditor, client, and consultant requests
Assist with openings, transfers, and closings of institutional client accounts
Maintain client contact details and important documentation in CRM database
Distribute portfolio reviews on a quarterly basis
Help with ad hoc projects of a groupspecific or firm wide nature
Ad hoc marketing assistance, including updates of group's conference calendar, ordering marketing materials, and assisting with event logistics as required
General administrative duties

Qualification and Experience:

One year of experience working in the investment or financial services industry
Completion (or current enrollment) in the Canadian Securities Course is an asset
High level of proficiency in:
Excel (pivot tables, VLOOKUPS)
Word (version control, document editing)
PowerPoint (advanced presentations)
Outlook (shared calendars, meeting ownership)
CRM database and Portfolio Management Software (contact management, report production)
Advent APX and Salesforce

Attributes for Success:

Positively contributing to our

Culture Blueprint:
Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)

Exceptional verbal and written communication skills, and demonstrated ability to interact with clients, preferably in a financial services related position
Comfort reading and editing legal documents
A dual passion for operational efficiency and client service
Attention to detail
An inquisitive mind
Ability to manage multiple tasks and changing priorities
A penchant for initiativetaking and problem solving
Ability to collaborate and thrive in a teambased 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: 6 months

Schedule: