Investment Assistant
2 weeks ago
We are seeking a highly skilled and detail-oriented Investment Assistant to join our team at Victoria Newitt Recruitment Inc. in Chilliwack. As an Investment Assistant, you will provide administrative support to our Investment Advisors, ensuring seamless client service and exceptional results.
Key Responsibilities- Coordinate client account documentation and follow through to account opening
- Execute mutual fund, equity, and fixed income trades
- Initiate and track account transfers
- Provide daily, weekly, and monthly reporting
- Prepare materials and coordinate logistics for client meetings
- Assist with client outreach, including email and telephone communication
- Various aspects of general administration
- Minimum of 2 to 3 years of administrative experience within the banking, securities, and/or brokerage industry
- Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative
- Intermediate knowledge of MS Word, Excel, and Outlook
- Knowledge of Broadridge's Dataphile and/or Salesforce is an asset
- Exceptional verbal and written communication skills
- Articulate, tactful, and confident interacting with clients
- Exceptional attention to detail and skilled at working efficiently and accurately
- A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
- Strong analytical and organizational skills, with the ability to manage multiple priorities
- Disciplined, driven, and operates with a high level of accountability
Victoria Newitt Recruitment Inc. is a leading recruitment agency specializing in the financial services industry. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. Our team is dedicated to providing exceptional service and support to our clients and candidates.
What We Offer- A competitive total rewards package, including salary and commission
- Mentorship programs and flexible work options
- A variety of professional development opportunities to expand your career
If you are a motivated and detail-oriented individual with a passion for administrative support, we encourage you to apply for this exciting opportunity. Please submit your resume and a covering letter outlining your qualifications and experience.
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Abbotsford, British Columbia, Canada Victoria Newitt Recruitment Inc. Full time $47,000 - $60,000About the Role:We are seeking an experienced administrative professional to join our team as an Investment Assistant at our office in Chilliwack. As an Investment Assistant, you will provide critical support to our team of Portfolio Managers, who specialize in conservative, long-term investing under a discretionary managed account format.Key...
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