Investment Assistant (Req 89)

THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join our award-winning firm in the Kelowna YOULL DOThe Kelowna team comprises of over fourteen Portfolio Managers and Investment Advisors and you will be responsible for providing administrative support to the branch. The ideal candidate has a strong client service orientation and takes pride in their work. They have a proven history of building relationships with clients and are proactive and role requires the successful candidate to work onsite in the office five days per and Administrative SupportProcess transactions such as wires EFTs contributions withdrawals and transfers in a timely mannerFacilitate account openingPrepare investment performance reports and quarterly reportsDocument transactions and client communications and ensure regulatory complianceClient Support and Relationship ManagementCollaborate with Portfolio Managers Investment Advisors and client service teams to deliver seamless client experience and contribute to internal improvementsRespond to client calls and emails resolve inquiries regarding account activity and performance maintain documentation and escalate issues as neededMaintain accurate client records and ensure compliance with KYC/AML regulationsExecute mutual funds equity and fixed income tradesSchedule and prepare materials for client meetings including portfolio reviews and investment proposalsCOMPETENCIESAnalysis Assess quantitative and qualitative data information or situations to understand the most important details identify patterns or meaning and translate it into useful recommendations decisions or actionsCoordination Prioritize organize and manage information people assets resources messages tasks and/or activities to achieve a goal within timelinesCustomer Service Determine needs capture relevant information apply internal policy or regulation and escalate and prioritize the requests of customers to answer inquiries fulfill transactions or resolve issuesDigital Literacy Use technology tools and online resources to find create and communicate information or apply new digital tools or systems to do our work while staying safe and responsible in digital environmentsInvestment and Portfolio Management Develop implement and monitor investment strategies to grow assets manage risk and achieve financial goals while providing informed guidance and support to clients or stakeholdersProduct Knowledge Maintain and deepen knowledge of company products services and/or applications to align features benefits and uses to client or stakeholder needsRegulatory Knowledge Understand and apply relevant laws regulations and standards to meet legal and ethical requirements and reduce risk for clients and the organizationKNOWLEDGE AND EXPERIENCEMeet CIROs educational and experience requirements to meet the qualifications necessary to be approved as an Investment RepresentativeUndergraduate degree in business finance or engineeringExceptional verbal and written communication skillsArticulate tactful and confident interacting with clientsExceptional attention to detail and skilled at working efficiently and accuratelyA team player with a track record of building trust and productive relationships with colleagues and clientsStrong analytical and organizational skills with the ability to manage multiple prioritiesDisciplined driven and operates with a high level of accountabilityIntermediate knowledge of Microsoft 365 (Word Excel and Outlook)Knowledge of Broadridges Dataphile and/or Salesforce is an assetWHAT WE OFFERA culture of openness collaboration and respect is foundational to our firm. We are a diverse driven group of individuals who genuinely care about one another and encourage and appreciate each others contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has a starting salary and commission range of $50000 - $65000/year plus the potential for team is growing and we have room for one more if youre interested. If this sounds like the environment youd like to work in and you have the credentials and experience for this role we invite you to submit a cover letter and resume by May 8 must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of are committed to creating an inclusive accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process please email us at appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match whats needed to be successful in this role.