Company Description

HFI is a registered investment fund manager, portfolio manager, and exempt market dealer based in Vancouver, Canada. Our platform supports private wealth advisors and investment counsels in building and expanding their practice. HFI also enables fund managers to create and distribute alternative funds or traditional equity funds to their clients, other advisors, family offices, and institutional investors.

Role Description

This is a full-time on-site role for an Investment Associate located in Langley, BC. The Investment Associate is a direct assistant to a team of portfolio managers. The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this role. Experience in financial planning or investment is a plus. The responsibilities include:

• Process account opening documents
• Arrange client meetings and scheduling
• Prepare documents in advance of meetings
• Work with online systems to upload documents to custodians
• Process trade sheets
• Service client accounts, including email inquiries, changes in personal information, money movement requests, and maintaining client electronic file
• Liaise with compliance and account services team members
• Look for issues before they escalate and implement solutions
• Maintain client relationships and get to know clients
• Provide operational support, including ad hoc purchases and administrative support
• Manage the office

Qualifications

• Great attention to detail
• Passion for client service with a lot of patience
• Comfortable with technology and software
• Enjoys helping others
• Interested in finance and investments
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, Business, or a related field is a plus but not a requirement