Private Client Asset Mix Specialist
2 months ago
CC&L Private Capital is seeking a highly motivated and detail-oriented individual to join our Asset Mix team as an intern. This 6-month term position will provide the successful candidate with the opportunity to gain hands-on experience in asset mix and trading.
Key Responsibilities:- Review client account details and verify trade restrictions
- Review Asset mix Outage Report
- Manage inquiries for the team
- Analyze unrealized gains
- Review client accounts for tax efficiency
- Review alternative commitments and funding
- Run and create custom reports
- Manage ad-hoc requests and projects
- Plan and model trades
The successful candidate will have a strong academic track record, with a focus on Finance, Accounting, Commerce, or Economics. Previous work experience in a similar role is an asset. Proficiency in MS Suite, particularly Microsoft Excel, is required. Strong time management and organizational skills are essential, as is the ability to work efficiently under pressure with a high workload.
We are an equal opportunity employer and welcome applications from diverse candidates. The salary range for this position is $42,700 CAD annualized.
-
Private Client Asset Mix Specialist
1 month ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeAsset Mix Internship OpportunityCC&L Private Capital is seeking a highly motivated and detail-oriented Asset Mix Intern to join our team for a 6-month term. As an Asset Mix Intern, you will have the opportunity to gain hands-on experience in asset mix and trading, working closely with our experienced team members.Key Responsibilities:Review client account...
-
Private Client Asset Mix Specialist
1 month ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeAsset Mix Intern PositionCC&L Private Capital is seeking a highly motivated and detail-oriented Asset Mix Intern to join our team for a 6-month term. As an Asset Mix Intern, you will have the opportunity to gain hands-on experience in asset mix and trading, working closely with our experienced team.Key Responsibilities:Review client account details and...
-
Private Client Asset Mix Specialist
1 month ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeAsset Mix Internship OpportunityCC&L Private Capital is seeking a highly motivated and detail-oriented Asset Mix Intern to join our team for a 6-month term. As an Asset Mix Intern, you will have the opportunity to gain hands-on experience in asset mix and trading, working closely with our experienced team members.Key Responsibilities:Review client account...
-
Private Client Asset Mix Specialist
1 month ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeAsset Mix Intern PositionCC&L Private Capital is seeking a highly motivated and detail-oriented Asset Mix Intern to join our team for a 6-month term. As an Asset Mix Intern, you will have the opportunity to gain hands-on experience in asset mix and trading, working closely with our experienced team.Key Responsibilities:Review client account details and...
-
Private Client Asset Mix Specialist
2 months ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeAsset Mix Intern PositionCC&L Private Capital is seeking a highly motivated and detail-oriented individual to join our Asset Mix team as an intern. This 6-month term position will provide the successful candidate with the opportunity to gain hands-on experience in asset mix and trading, while contributing to the growth and success of our organization.Key...
-
Private Client Asset Mix Specialist
2 months ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeAsset Mix Intern PositionCC&L Private Capital is seeking a highly motivated and detail-oriented individual to join our Asset Mix team as an intern. This 6-month term position will provide the successful candidate with the opportunity to gain hands-on experience in asset mix and trading, while contributing to the growth and success of our organization.Key...
-
Private Client Asset Mix Professional
3 weeks ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeJob Title: Private Client Asset Mix InternAbout the Role: CC&L Private Capital is seeking a highly motivated and detail-oriented individual to join our Asset Mix team as an intern. As an Asset Mix Intern, you will have the opportunity to work closely with our experienced team members and gain valuable insights into the world of asset management.Key...
-
Private Client Asset-Mix Specialist
1 week ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeWe are seeking an ambitious student with a strong academic track record to join our Asset Mix team as an intern. The successful candidate will have at least one previous work term in a similar role and a solid understanding of capital markets and financial concepts.ResponsibilitiesReview client account details and verify trade restrictionsReview Asset mix...
-
Asset Mix and Trading Professional
1 month ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Asset Mix and Trading Intern to join our team at CC&L Private Capital. As an intern, you will have the opportunity to work closely with our experienced professionals and gain valuable insights into the world of asset management.Key ResponsibilitiesReview client account details and verify...
-
Asset Mix and Trading Professional
1 month ago
Vancouver, British Columbia, Canada CC&L Private Capital Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Asset Mix and Trading Intern to join our team at CC&L Private Capital. As an intern, you will have the opportunity to work closely with our experienced professionals and gain valuable insights into the world of asset management.Key ResponsibilitiesReview client account details and verify...
-
Caregiver for Private Household
2 weeks ago
Vancouver, British Columbia, Canada Private Household Full timeJob Title: Caregiver for Private HouseholdJob Summary: We are seeking a reliable and compassionate caregiver to join our team at Private Household. As a caregiver, you will provide assistance with daily living activities, including exercise, light housekeeping, and personal care. You will also prepare and serve nutritious meals, and provide companionship to...
-
Caregiver for Private Household
2 weeks ago
Vancouver, British Columbia, Canada Private Household Full timeJob Title: Caregiver for Private HouseholdJob Summary: We are seeking a reliable and compassionate caregiver to join our team at Private Household. As a caregiver, you will provide personal care, companionship, and support to our clients in their homes.Responsibilities:Assist with daily living activities, such as bathing, dressing, and groomingPrepare and...
-
Culinary Specialist for Poke Bar Dice
1 day ago
Vancouver, British Columbia, Canada Poke Bar Dice & Mix Full timeJob OverviewWe are seeking a skilled Culinary Specialist to join our team at Poke Bar Dice & Mix. This is a permanent, full-time opportunity that offers a competitive salary and benefits package.Key Responsibilities:Cooking and Food Preparation: Prepare and cook complete meals or individual dishes and foods for our customers.Inventory Management: Maintain...
-
Private Client Advisor II
1 month ago
Vancouver, British Columbia, Canada Bank of America Full timeAbout the Role:This is a challenging and rewarding opportunity to join the Bank of America team as a Private Client Advisor II. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key...
-
Private Client Advisor II
1 month ago
Vancouver, British Columbia, Canada Bank of America Full timeAbout the Role:This is a challenging and rewarding opportunity to join the Bank of America team as a Private Client Advisor II. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key...
-
Private Client Advisor II
3 weeks ago
Vancouver, British Columbia, Canada Bank of America Full timeAbout the Role:This is a challenging and rewarding opportunity to join the Bank of America team as a Private Client Advisor II. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key...
-
Private Investigator
3 weeks ago
Vancouver, British Columbia, Canada New Data Investigations Full timeJob SummaryNew Data Investigations is seeking a skilled Private Investigator to join our team. As a Private Investigator, you will be responsible for conducting asset searches, surveillance, and undercover operations to gather evidence and information for our clients.Key ResponsibilitiesConduct asset searches and financial checks to gather information on...
-
Caregiver for Private Household
2 weeks ago
Vancouver, British Columbia, Canada Private Household Full timeJob Title: Family CaregiverJob Summary: We are seeking a reliable and compassionate family caregiver to join our team at Private Household. As a family caregiver, you will provide personal care, companionship, and support to our clients in their homes.Responsibilities:Assist with daily living activities, such as bathing, dressing, and groomingPrepare and...
-
Trusted Companion for Private Household
2 weeks ago
Vancouver, British Columbia, Canada Private Household Full timeJob DescriptionWe are seeking a reliable and compassionate individual to join our private household team as a trusted companion. This role is perfect for someone who enjoys providing care and support to others, and values the importance of building meaningful relationships.ResponsibilitiesAssist clients with daily tasks such as bathing, dressing, and...
-
Nanny for Private Household
3 weeks ago
Vancouver, British Columbia, Canada Private Household Full timeWe are seeking a reliable and trustworthy nanny to join our private household team. The ideal candidate will be responsible for providing top-notch childcare and household support to our family.Key Responsibilities:Assume full responsibility for the household in the absence of parentsPerform light housekeeping and cleaning dutiesDiscipline children according...