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Portfolio Administrator, Private Clients

Hospitality Full Benefits Career Growth
Company

Leith Wheeler Investment Counsel Ltd.

Location

toronto, Canada

Posted

June 06, 2026

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About This Opportunity

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 lo...