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Office Administrator/ Coordinator

Portfolio Administrator, Private Clients — Client Service Pro

Job in Vancouver, BC, Canada
Listing for: Leith Wheeler Investment Counsel Ltd.
Full Time position
Listed on 2026-01-02
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Vancouver is seeking a Portfolio Administrator to support the Private Client team. The role involves ensuring a positive client experience, managing onboarding processes, and resolving inquiries. Ideal candidates have 5-7 years of administrative experience in finance, proficiency with tools like Excel and Salesforce CRM, and a passion for client service. A competitive compensation package is offered, including health benefits and a supportive work culture.
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