Investment Support Specialist

1 week ago

Abbotsford, British Columbia, Canada Victoria Newitt Recruitment Inc. Full time
About the Role

We are seeking a highly organized and detail-oriented Investment Support Specialist to join our team at Victoria Newitt Recruitment Inc. as an Investment Assistant.

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
  • Perform various aspects of general administration
Requirements
  • 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
About Our Company

Victoria Newitt Recruitment Inc. is a leading recruitment agency specializing in the financial services industry. We are committed to providing exceptional service to our clients and candidates, and we are seeking a highly motivated and organized individual to join our team.

What We Offer
  • A competitive total rewards package that is fair and equitable
  • Mentorship programs
  • Flexible work options
  • A variety of professional development opportunities to expand your career

This role has an expected salary and commission range of $47,000 – $60,000/year, plus the potential for bonuses.

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