We are seeking a skilled Investment Advisor (IA) Assistant in our Vancouver office. Drawing on your background and/or education in the financial services industry, you will use your knowledge of the Canadian market to support the daily administration needs of an IA in this branch. You have polished organizational skills and are self-motivated with an excellent, “can-do” work ethic.
Key Responsibilities:
• Assist IA in preparing for client appointments
• Respond to client inquiries on administrative questions
• Provide market information or quotes to clients
• Follow up with prospective clients and clients on active inquiries
• Communicate effectively with the advisors you support
• Manage incoming/outbound client phone calls
• Ensure client accounts are processed accurately including account opening/closing and transfers
• Communicate with head office associates on compliance and operations matters
• Process trades and other transactions
• Maintain a current understanding of the regulatory landscape
Your Skills:
• Career oriented; work well individually or as part of a team atmosphere
• Skilled in Microsoft Office 10
• Quick learner adept to grasping new technologies and processes
• Organized, focused and capable of working under tight deadlines
• Discreet and experienced in handling confidential client information
• Successful completion of the Canadian Securities Course
• Driven to deliver client service excellence
• Keen problem-solving skills with the ability to think quickly on your feet
Your Qualifications:
• University degree or college diploma in a finance related discipline
• Three (3) years of experience in a financial setting is preferred
• CIRO licensing is required
Investment Advisor Assistant • Vancouver, BC, Canada
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