Investment Advisor Associate

Job Description

Job Description

Investment Advisor Assistant

Full Time :

Location : Oshawa, Ontario Area

Onsite : Monday to Friday

Great opportunity in the investment / insurance field!

Successful Wealth Management practice looking to hire a full time Advisor Assistant.

Must be good on the phone to talk with clients and help address any issues, and set up calls with their Financial Advisor.

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
• completion of the CSC (or enrollment would be a great asset) Canadian Securities Courses

Qualifications :

Job Type : Full-time

Salary : competitive TBD on experience

Schedule : Monday to Friday