Financial Advisor Assistant - Vancouver, Canada - Raymond James Financial

Raymond James Financial

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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

This 4 day a week position (30 hours) offers work life balance with a competitive salary. Our harmonious and attractive office has easy access to transit and has ample parking.

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