Private Client Portfolio Administrator Role
Leith Wheeler Investment Counsel
Full-time
Management & Operations
Location
winnipeg, mb, Canada
Posted
July 04, 2026
Job Description
Elevate your career as a Portfolio Administrator specialized in Private Clients. This role prioritizes outstanding client service and operational excellence in a team-centric environment.
With 5-8 years in the investment sector, you will be responsible for leading client account transitions and efficiently managing inquiries. Your expertise will directly contribute to cash settlements and producing detailed monthly reports.
Key Responsibilities:
• Provide an outstanding client experience continually
• Lead onboarding and transitions of client accounts
• Develop expertise in the firm’s investment offerings
• Produce detailed client reports and presentation materials
• Collaborate across teams to support service delivery
Requirements:
• 5-8 years in investment or financial services
• Completion or enrollment in the Canadian Securities Course
• Experience with Salesforce is beneficial
• Proficient...
With 5-8 years in the investment sector, you will be responsible for leading client account transitions and efficiently managing inquiries. Your expertise will directly contribute to cash settlements and producing detailed monthly reports.
Key Responsibilities:
• Provide an outstanding client experience continually
• Lead onboarding and transitions of client accounts
• Develop expertise in the firm’s investment offerings
• Produce detailed client reports and presentation materials
• Collaborate across teams to support service delivery
Requirements:
• 5-8 years in investment or financial services
• Completion or enrollment in the Canadian Securities Course
• Experience with Salesforce is beneficial
• Proficient...