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    Portfolio Administrator - Calgary, Canada - Leith Wheeler Investment Counsel Ltd.

    Leith Wheeler Investment Counsel Ltd.
    Leith Wheeler Investment Counsel Ltd. Calgary, Canada

    4 days ago

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    Description

    Job Description:

  • Client account opening, closing and transfers
  • Prepare monthly and quarterly reports, presentations and year-end tax reporting packages
  • Maintain client contact details and important documentation in CRM database
  • Take complete ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible.
  • Processing cheques, EFTs, client withdrawal and deposit/contribution requests
  • Provide accurate and timely information to clients
  • Coordinate information and tasks with internal and external partners, and assist with organizing meetings
  • Plan and organize client events
  • Answer, screen, and direct phone calls
  • Welcome people in a friendly and professional manner
  • Maintain office appearance and equipment, order supplies as needed
  • Assisting the team in timely resolution of unexpected issues/tasks that may arise

    • Job Qualifications:

  • 3-4 years' office administrative experience
  • Experience working in the investment or financial services industry, working knowledge of investment account types
  • Completion (or current enrollment) in the Canadian Securities Course is an added benefit
  • Experience with Salesforce CRM is an asset
  • Intermediate level of proficiency in:ExcelWord (version control, document polishing)PowerPoint (making presentations)Outlook

    • Attributes for Success:

  • Positively contributing to our Culture Blueprint: Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
  • Exceptional ability to manage multiple tasks and changing priorities
  • Excellent writing skills
  • Exceptional verbal communication skills, and demonstrated ability to interact with clients
  • 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 in a team-based environment
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