Investment Advisor Associate

Original job posting

The role involves managing client schedules, preparing financial reports, and executing trades. Additionally, the associate handles account administration, documentation processing, and general office duties.

Job details

Investment Advisor Assistant Full Time: Location: Oshawa, Ontario Area Onsite: Monday to Friday $50K + 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

What you’ll do

The role involves managing client schedules, preparing financial reports, and executing trades. Additionally, the associate handles account administration, documentation processing, and general office duties.

Requirements

A university degree or college diploma is required, with a preference for candidates who have completed the Canadian Securities Course (CSC). Strong organizational skills and a positive attitude for team collaboration are essential.

Listed skills

• Time management · Preferred
• Organization · Preferred
• Financial Reporting · Preferred
• interpersonal skills · Preferred
• Multi-Tasking · Preferred
• Account Administration · Preferred
• scheduling · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Communication
• Scheduling
• Financial Reporting
• Trade Execution
• Account Administration
• Database Management
• Time Management
• Multi-tasking
• Organization
• Interpersonal Skills

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support