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Portfolio Administrator, Private Clients

Company

Leith Wheeler Investment Counsel Ltd.

Location

Toronto, Ontario

Posted

June 23, 2026

Position Overview

Job Description:

  • Deliver a consistently positive, professional client experience across all interactions 
  • Lead and execute account onboarding, transfers, and closures in full compliance with regulatory requirements 
  • Develop a strong understanding of the firm’s investment products and services 
  • Process transactional requests and coordinate cash settlements as required 
  • Prepare and tailor presentations for prospective and existing clients 
  • Proactively investigate and resolve client inquiries in a timely manner 
  • Produce monthly and quarterly reports, presentations, and year-end tax reporting packages 
  • Maintain accurate client records and documentation within the CRM system 
  • Take full ownership of assigned files, ensuring data integrity, prioritization, and timely progression through workflows 
  • Coordinate activities with internal teams and external partners; support meeting planning and logisti...

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