Elevate client relationships with a career as an Investment Advisor Assistant. Collaborate with advisors to facilitate transactions and manage accounts in this client-focused position.
Join a dynamic team dedicated to sustainable wealth management. This role supports Investment Advisors by processing transactions, executing trades, and maintaining account documentation. You will directly engage with clients, providing them with quotes and assistance while participating in marketing initiatives to grow the wealth business.
Key Responsibilities:
• Assist Investment Advisors with client transaction processing
• Provide quotes and execute trading orders for clients
• Maintain accurate account lists and compile reports
• Process client documentation for account maintenance
• Support existing clients with tailored service
Requirements:
• Completion of CSC, CPH, and CIRO licensing
• 2-3 years’ experience in the securities industry
• Strong communication and or...