🔔 Get instant job alerts delivered to your inbox! Set up your first alert →
📍 Local Job Near You

Portfolio Administrator for Financial Services

🏢
Leith Wheeler Investment Counsel Ltd.
📍 calgary, Canada
📍
Location calgary
📅
Posted June 09, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

📋
Job Description

Elevate your career as a Portfolio Administrator focused on Private Clients. This role emphasizes exceptional client service and operational excellence within a collaborative environment.
With 5-8 years in the investment industry, you will lead account onboarding and manage client inquiries efficiently. Your expertise will support cash settlements and proactive issue resolution, alongside producing monthly reports. Join a company that values independence and encourages professional development among employees.
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 Salesforc...

Apply for This Job

Submit Application

Quick and secure application process

📍 Location Details

🌆
City
calgary
🗺️
Country
Canada
🚗
Commute
Local Area

🔍 More Jobs Nearby

Explore other opportunities in calgary

View Local Jobs