THE OPPORTUNITYWe have a four-month opportunity for a Retail Intern to join our award-winning firm in our Vancouver office. The contract will be from May to August/September with potential for an YOULL DOIn this role you will work in a highly successful fast-paced seven-person team with Christina Anthony. You excel in a fast-paced deadline-driven work while staying accurate and delivering excellent client service. You thrive in an environment that requires juggling competing priorities and you are committed to operational excellence by going above and beyond your day-to-day role requires the successful candidate to work onsite in the office five days per general administrative and processing supportSupport Investment Advisor Assistants and other team members with client communication and account documentationConduct security and market research and data-gatheringPrepare marketing materialsAdminister policies and procedures and adhere to department guidelinesEstablish work priorities to ensure deadlines are met and procedures are followedKNOWLEDGE AND EXPERIENCEPursuing post-secondary degree in Finance Accounting or Business12 years of customer service experienceKnowledge of financial services or investment industry is an assetStrong organizational and time management skills with the ability to prioritize multiple and competing tasksStrong client services skills with a keen eye for detail and the ability to work efficiently and accuratelyExcellent verbal and written communication skillsReliable team player who enjoys collaborating with othersIntermediate proficiency in Microsoft 365WHAT 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 value each individuals offer a competitive and equitable total rewards package including mentorship programs and meaningful professional development to support your continued growth. The expected hourly wage is $ team is growing and we have room for one more exceptional individual. If this opportunity aligns with your experience and career goals we invite you to submit your cover letter and resume by May 19 must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application with supporting documentation provided prior to a potential offer of are committed to fostering an inclusive and 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 considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.
Required Experience:
Intern
THE OPPORTUNITYWe have a four-month opportunity for a Retail Intern to join our award-winning firm in our Vancouver office. The contract will be from May to August/September with potential for an YOULL DOIn this role you will work in a highly successful fast-paced seven-person team with Christina A...
THE OPPORTUNITYWe have a four-month opportunity for a Retail Intern to join our award-winning firm in our Vancouver office. The contract will be from May to August/September with potential for an YOULL DOIn this role you will work in a highly successful fast-paced seven-person team with Christina Anthony. You excel in a fast-paced deadline-driven work while staying accurate and delivering excellent client service. You thrive in an environment that requires juggling competing priorities and you are committed to operational excellence by going above and beyond your day-to-day role requires the successful candidate to work onsite in the office five days per general administrative and processing supportSupport Investment Advisor Assistants and other team members with client communication and account documentationConduct security and market research and data-gatheringPrepare marketing materialsAdminister policies and procedures and adhere to department guidelinesEstablish work priorities to ensure deadlines are met and procedures are followedKNOWLEDGE AND EXPERIENCEPursuing post-secondary degree in Finance Accounting or Business12 years of customer service experienceKnowledge of financial services or investment industry is an assetStrong organizational and time management skills with the ability to prioritize multiple and competing tasksStrong client services skills with a keen eye for detail and the ability to work efficiently and accuratelyExcellent verbal and written communication skillsReliable team player who enjoys collaborating with othersIntermediate proficiency in Microsoft 365WHAT 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 value each individuals offer a competitive and equitable total rewards package including mentorship programs and meaningful professional development to support your continued growth. The expected hourly wage is $ team is growing and we have room for one more exceptional individual. If this opportunity aligns with your experience and career goals we invite you to submit your cover letter and resume by May 19 must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application with supporting documentation provided prior to a potential offer of are committed to fostering an inclusive and 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 considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.
Required Experience:
Intern
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