Investment Assistant (Req 86)

THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join our award-winning firm in the Victoria YOULL DOWorking with Portfolio Manager Spencer Pocock the ideal candidate is client-focused and detailed-oriented. You take ownership of your responsibilities adapt to changing priorities and contribute to a culture that values client service teamwork and continuous growth. We are passionate about building long-term relationships with clients and guiding them through all stages of life with personalized investment you are looking for a long-term opportunity with a Portfolio Manager that supports professional development and high standards we would love to meet 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 quarterly and investment performance reportsDocument transactions and client communications and ensure regulatory complianceClient Support and Relationship ManagementCollaborate with the Portfolio Manager 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 fund equity and fixed income tradesSchedule and prepare materials for client meetings including portfolio reviews and investment proposalsMarketing and Social MediaPost to LinkedIn and other social media platformsSupport the creation and distribution of various client communication piecesCoordinate client eventsCOMPETENCIESAnalysis 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 RepresentativeIntermediate knowledge of Microsoft 365 (Word Excel and Outlook)Exceptional verbal communication skillsStrong writing skills with the ability to create clear engaging and professional contentKnowledge of Broadridges Dataphile and/or Salesforce is an assetArticulate tactful and confident interacting with clientsExceptional attention to detail and skilled at working efficiently and accuratelyTeam player with a proven record of building trust and productive relationshipsStrong analytical and organizational skills with the ability to manage multiple prioritiesDisciplined driven and operates with a high level of accountabilityPrior administrative and customer service experience 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 an expected 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 February 27 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.

Required Experience:

Junior IC

Key Skills
Active Directory Administration,Financial Services,Benefits & Compensation,Cosmetology,Architecture
Employment Type : Full-Time
Experience: years
Vacancy: 1
Yearly Salary Salary: 50000 - 65000