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Portfolio Administrator, Private Clients

🏢
Leith Wheeler Investment Counsel Ltd.
📍 Toronto, Canada
📍
Location Toronto
📅
Posted June 19, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

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

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Job Description

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...

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    📍 Location Details

    🌆
    City
    Toronto
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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