Investment Advisor AssistantFull Time:Location: Oshawa, Ontario AreaOnsite: Monday to FridayGreat opportunity to begin a career in the finance / investment field! Successful Wealth Management practice looking to hire a full time Investment Advisor Assistant.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**Competitive starting salary and benefits package**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 planning, time management and the ability to prioritize effectively- Must exemplify a positive attitude while working in a team environmentJob Type: Full-timeSalary: TBD on experienceSchedule:
Monday to Friday
Application question(s):
Have you completed the Canadian Securities Course ?
