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Financial Advisor Assistant
4 months ago
About our firm:
**Responsibilities**:
Interact extensively with clients either on the phone or in person.
Process financial transactions related to dealer activity
Provide solutions-based responses to clients, advisors or departmental inquiries
Work on project specific tasks relating to procedural updates
Proactively learn new tasks.
Qualifications:
Financial services/Retail Banking/Investment dealer experience required.
Strong MS Office skills (Outlook, Word and Excel)
Team Player with friendly personality and strong communication skills
Proven ability to manage high volumes when required with a positive and professional attitude.
Canadian Security Course either completed or in progress.
**Job Types**: Full-time, Permanent
**Salary**: $22.00-$30.00 per hour
**Benefits**:
- Dental care
- Extended health care
- Flexible schedule
- Paid time off
Flexible Language Requirement:
- French not required
Schedule:
- Day shift
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Vernon, BC: reliably commute or plan to relocate before starting work (required)
**Education**:
- Secondary School (required)
**Experience**:
- Investment enviornment: 2 years (preferred)
Licence/Certification:
- Canadian Securities Course or in progress (required)
Work Location: One location
