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    Investment Advisor Assistant-Remote - Toronto, Canada - Staffix

    Staffix
    Staffix Toronto, Canada

    Found in: Talent CA C2 - 5 days ago

    Default job background
    Description
    Our client a leading independent full-service Wealth Advisor is looking for an experienced Investment Assistant to join their team. The successful candidate's role will support a Wealth Management team in establishing and maintaining strong client relationships. This position is a REMOTE (Work from home).

    Responsibilities:
    • Working directly with lead Advisor where the focus is on client relationships and building a sustainable wealth management business.
    • Day-to-day client administration pertaining to client's investment accounts.
    • Assist Investment Advisors with processing and confirming client transactions.
    • Deal directly with all clients, provide quotes and execute trading orders.
    • Maintain account lists and compile statistical information and reports.
    • Process and follow-up on client documentation for proper maintenance of accounts.
    • Assist with servicing existing clients.
    • Involvement in developing the wealth business using various marketing initiatives.
    • Perform additional administrative duties as required.
    Skills & Qualifications:
    • Completion or near completion of CSC, CPH is required.
    • 2-3 years of related experience, with a well-rounded knowledge of the securities industry.
    • Excellent communication and interpersonal skills.
    • Excellent organizational skills, with a strong attention to detail.
    • Demonstrated ability to meet deadlines, take initiatives and multi-task.
    • Ability to work independently, and effectively with employees and clients at all levels.
    • Intermediate to advanced computer skills: good working knowledge of MS Office programs.
    • An interest in Financial Planning and/or Insurance would be beneficial.
    The Offer:
    • $65-75K (depending on experience)
    • Full Benefits
    • Vacation
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