Portfolio Administrator, Private Clients

Company

Leith Wheeler Investment Counsel Ltd.

Location

Toronto, Canada

Type

Full-time

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...
        

★ SearchEuropeanJobs.com

Portfolio Administrator, Private Clients

★ Ready to Start Your European Career?