Global Client Investment Advisor Assistant
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In this career-track position, support a high-performing team while managing global client relationships and operational tasks. The role involves executing trades, maintaining client records, and facilitating onboarding processes. Your ability to engage clients and deliver outstanding service will contribute to the team's growth and success in comprehensive Capital Markets & Wealth Management.
Key Responsibilities: • Act as a primary point of contact for global client inquiries • Support daily operational tasks, including trade execution • Liaise with compliance teams for onboarding and documentation • Maintain accurate records in CRM systems and databases • Prepare materials and reports for client meetings and communications
Requirements: • Completion of Canadian Securities Course (CSC) • Two years of experience in a brokerage support role • Proficient with Dataphile or similar brokerage systems • Strong organizational skills in a high-volume setting • Excellent interpersonal skills with a focus on client relations
Become an integral part of a team that values precision and client commitment within the investment industry.
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