Investment Advisor Assistant
Full Time:
Location: Oshawa Ontario Area
Onsite: Monday to Friday
Great opportunity to begin a career in the finance / investment field! Successful Wealth Management practice looking to hire a full time Investment Advisor Assistant.
Key Responsibilities:
-Scheduling and confirming of client meetings
-Preparation of materials and financial reports for client meetings
-Completion of meeting follow-up activities
-Trade execution & reviewing daily trades
-Handling client account administration including client queries and requests
-Responsible for preparing/processing documentation and account transactions
-Responsible for ensuring all databases are updated and maintained
-Responsible for client mailings/communication
-General office administrative duties as assigned
**Competitive starting salary and benefits package**
Qualifications:
-University Degree or College Diploma (Business or Economics an asset but not a requirement)
-Candidates who have completed the Canadian Securities Course (CSC) preferred
-Strong attention to detail with the ability to multi-task and show initiative
-Excellent interpersonal and organizational skills as well as strong planning time management and the ability to prioritize effectively
- Must exemplify a positive attitude while working in a team environment
Job Type: Full-time
Salary: TBD on experience
Schedule:
Application question(s):
Required Experience:
IC
Engineering Search Firm Inc is your strategic partner for top-tier engineering talent recruitment.