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Investment Administrator
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Investment Administrator
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IDC Worldsource Insurance Network Vancouver, Canada**JOB STATEMENT**: · **ESSENTIAL FUNCTIONS**: · - Placing segregated fund trades; · - Establishing new accounts; · - Tracking and following-up on pending transfers; · - Completing reports and functions as assigned by the Manager, Investment Administration. · **JOB SPECIFICATIONS* ...
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Investment Specialist Administrative Assistant
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Investment Specialist Administrative Assistant
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Scotiabank Vancouver, CanadaRequisition ID: 161305 · Join the Global Community of Scotiabankers to help customers become better off. · **#LI-Remote, #LI-Hybrid** · As a Scotiabank **Investment Specialist Administrative Assistant,** you will be responsible for working with an Investment Specialist(s) in supp ...
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Investment Administrator
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Investment Administrator
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Investment Administrator
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Investments Administrator
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iA Financial Group Vancouver, BC, CanadaOther Possible Location(s): Calgary, Alberta; Winnipeg, Manitoba; Surrey, British Columbia; Edmonton, Alberta · Job category: Not Evaluated (Job Family) · PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advi ...
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Investment Administrator
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EightSix Network Inc Vancouver, BC, CanadaAnchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of B ...
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Investment Administrator
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Odlum Brown Limited Vancouver, BC, CanadaInvestment Assistant Vancouver · Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in t ...
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Investment Administrator
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Odlum Brown Limited Vancouver, BC, Canada $53,000 - $60,000WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community ...
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BMO Vancouver, Canada Full timeApplication Deadline: · 06/27/2024 Address: · 100 King Street West Job Family Group: · Business Management Supports an assigned senior leader in executing strategic priorities for the business/group. Gathers and integrates information to promote the effective and profitable opera ...
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Executive Assistant, Capital Markets
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Administrative Assistant
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Portfolio Administrator
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Accounting Administrator, Portfolio Accounting
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Admin Assistant
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CIBC Vancouver, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
Investment Administrator - Vancouver, BC, Canada - Odlum Brown Limited
Description
Investment Assistant – VancouverAnchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years.
Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC's most respected investment firms.
We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada's Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.
Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years.
We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe.
COMMUNITYWe are serious about supporting the communities where we live and work.
A recipient of a Canada's Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.
We have an opportunity for two Investment Assistants to join our award-winning firm in the Vancouver office .You will provide administrative support to Investment Advisors. They have a proven history of building relationships with clients and are proactive and engaged. The ideal candidate is looking for a long-term fit in an administrative role.
client account documentation and follow through to account opening
and track account transfers
with client outreach including email, correspondence and telephone communication
aspects of general administration
Minimum of 2 to 3 years of administrative experience within the banking, securities and/or brokerage industry
Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative
Intermediate knowledge of MS Word, Excel and Outlook
Knowledge of Broadridge's Dataphile and/or Salesforce is an asset
A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other's contributions.
flexible work options;