Financial Advisor Assistant - Vancouver, Canada - Raymond James Financial
Description
Financial Advisor Assistant
Sophia Financial Group is looking for a Financial Advisor Assistant to join our wonderful team.
This position requires a person with superior written and oral communication skills, a keen attention to detail and a positive attitude.
Social values and community contribution are as important to us as delivering exceptional investment advice and financial planning expertise.- WHAT YOU'LL DO
Responsibilities will include:
- Assisting in responding to all administrative requests including EFTs, electronic deposits and withdrawals, account transfers, account updates such as address changes and banking info
- Entering buy/sell orders of securities on Dataphile and follow up and monitoring of transactions
- Administering the opening of all new accounts
- Responding to client requests for information
- Preparing for client meetings by running various reports
- Assisting with analysis of prospective clients portfolios
- Maintaining client database (Maximizer) by entering notes and ensuring files are accurate
- Maintaining client files and other general office duties
- Other duties as assigned
WHAT YOU HAVE
- Minimum two years administrative or industry experience
- Completion of the Canadian Securities Course and Conducts and Practices Course, or willingness to obtain
- Microsoft Office proficiency (Outlook, Word, Excel)
- Meticulous attention to detail
- Ability to prioritize, multitask, work within time constraints
- Solid work ethic and a professional demeanor
- A caring attitude with genuine passion and dedication
We would like to thank all interested respondents but wish to let you know that we will only be contacting applicants that are aligned with our requirements.
Job Wealth management
Primary Location CA-BC-Vancouver-Vancouver
Organization PCG IFS
Schedule Part-time
More jobs from Raymond James Financial
-
Sales Assistant
Kingston, Canada - 3 weeks ago
-
Administrative Assistant
Vancouver, Canada - 2 weeks ago
-
Private Client Group Summer Co-op Student
Victoria, Canada - 3 weeks ago
-
Non-brokered Private Placement Specialist
Vancouver, Canada - 3 weeks ago
-
Private Client Group Services Bilingual documentation
Toronto, ON, Canada - 3 weeks ago
-
Equity Research Associate
Toronto, Canada - 3 weeks ago