Investment Advisor Administration Assistant

Job Overview

We are seeking a motivated and detail-oriented Investment Advisor Assistant to join our dynamic team. You will be responsible for maintaining and developing strong client relationships. The ideal candidate will possess exceptional organizational skills and a proactive approach to problem-solving.

To provide administrative and operational support, assisting with client communication, to execute transaction processing & trades, and follow-up.

This role involves handling client inquiries, preparing reports, and maintaining accurate records.

Key Responsibilities:

• Client Communication: Responding to client inquiries, managing phone calls and emails, and handling client-related correspondence.
• Transaction Processing: processing and confirming client transactions, executing trade orders, and following up on transfers and documentation.
• Administrative Support: Maintaining account lists, compiling statistical information, preparing reports, and organizing client files.
• Client Service: Providing ongoing service and support to clients, ensuring their information is accurate and up-to-date, and resolving issues effectively.
• General Office Duties: Performing various administrative tasks such as scheduling appointments, preparing correspondence.

Required Qualifications:

• Education: High school diploma or equivalent.
• Experience: Some experience in a financial services environment.
• Certifications: Completion of relevant securities courses (Canadian Securities Course -CSC).

Required Skills:

• Excellent communication, and interpersonal skills are essential, along with attention to detail.
• Strong organizational skills with the ability to manage multiple tasks effectively.
• Proficiency in administrative tasks, including clerical duties related to client management.
• Excellent phone etiquette for professional communication with clients.
• Strong typing skills for efficient documentation and correspondence.
• Attention to detail for proofreading documents and ensuring accuracy in reports.
• Experience in retail operations is advantageous, providing a welcoming environment for clients.
• Ability to work collaboratively within a team while also being self-motivated

Job Type: Full-time

Pay: $55,000.00-$67,000.00 per year

Additional pay:

• Bonus pay

Benefits:

• Casual dress
• On-site parking

Flexible language requirement:

• French not required

Schedule:

• 8 hour shift
• Monday to Friday

Language:

• English (required)

License/Certification:

• CSC (required)
• IR or RR License preferred

Work Location: In person