- Location
- Oshawa, Ontario, Canada
- Workplace
- Onsite
- Type
- Full-time
- Department
- Finance
- Seniority
- Entry
- Education
- Master
- Source
- RecruiterFlow
Description
I
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:
-University Degree or College Diploma (Business or Economics an asset, but not a requirement)
-Candidates who have completed the Canadian Securities Course (CSC) preferred
-Strong attention to detail with the ability to multi-task and show initiative
-Excellent interpersonal and organizational skills, as well as strong time management and the ability to prioritize effectively
- Must exemplify a positive attitude while working in a team environment
Job Type: Full-time
Salary: competitive TBD on experience
Schedule: Monday to Friday