New Accounts

2 weeks ago


Vancouver, Canada Leede Jones Gable Full time

Leede Jones Gable is one of Canada's leading independent investment dealers, providing a full range of investment products and services to clients all across Canada. Our diverse group of experienced and knowledgeable investment advisors and portfolio managers offer timely, objective financial advice, helping clients achieve their long-term financial goals.

**Job Duties**
- Administrative support to New Accounts and Compliance Departments.
- Process incoming documents, which entails reviewing account opening packages to ensure that proper documents are used and completed correctly.
- Management of pending and on-going account documentation requirements.
- System input of account information.
- Prepare client document packages.
- Assist internal and external department staff with account-related statistics and reports.
- Perform additional responsibilities and project-related tasks as required.
- Daily filing, scanning and indexing.

**Skills**
- Able to work well in a team environment and communicate effectively with others at all levels in the organization.
- Flexible and enjoys an environment where responsibilities include a variety of tasks which may vary depending on company needs.
- Strong organization skills and the ability to meet challenging deadlines.
- Excellent communication skills, both written and verbal.
- Ability to work independently.
- Experience with Dataphile preferable.
- Minimum of one year experience in an investment industry back office.

**Compensation**

**Salary**: $38,000.00-$50,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Profit sharing
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

**Experience**:

- B2B sales: 1 year (preferred)

**Language**:

- English (preferred)

Ability to Commute:

- Vancouver, BC V6E 4G1 (required)

Ability to Relocate:

- Vancouver, BC V6E 4G1: Relocate before starting work (required)

Work Location: In person



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