Support private clients in Calgary through investment administration, client service, and operational coordination at employee-owned Leith Wheeler Investment Counsel Ltd.

This administrator supports the Private Client team alongside Portfolio Managers, Associates, and Administrators. Responsibilities include onboarding, transfers, transactional requests, reporting, CRM records, presentations, inquiries, reception duties, and coordination. The work requires accurate, timely service across changing priorities.

Key Responsibilities:

- Deliver skilled client experiences across all interactions
- Execute compliant account onboarding, transfers, and closures
- Process transactions and coordinate cash settlements
- Prepare reports, presentations, and tax reporting packages




- Maintain client records and coordinate internal activities

Requirements:

- Five to eight years in investment or financial services
- Working knowledge of investment account types
- Completed or current Canadian Securities Course enrollment
- Intermediate Excel, Word, PowerPoint, Outlook, and Adobe Acrobat proficiency
- Exceptional communication, initiative, and problem-solving skills

Apply private client administration, investment knowledge, and operational efficiency skills within Leith Wheeler's Calgary team.

📌 Private Client Investment Administrator (Calgary)
🏢 Leith Wheeler Investment Counsel
📍 Calgary