Stock Brokerage Sales Assistant
2 weeks ago
Capital Markets Advisors (CMA) is a boutique staffing and consultancy firm. Our client, a leading Canadian wealth management firm, is seeking an administrative assistant to provide comprehensive support, to their Toronto-based practice.
**Responsibilities**:
You possess a blend of digital literacy, organizational prowess, and interpersonal skills. Able to effectively manage administrative tasks and enhance office efficiency.
**Mandatory Requirements**:
- Strong digital literacy and research skills to assess information reliability.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Expertise in data management and entry.
- Excellent written communication skills to convey information.
- Strong time management, multitasking, and organizational abilities
- Professional demeanor with good office and phone etiquette
- Ability to perform under pressure and meet multiple deadlines
- Proactive mindset focused on process optimization and improvement
- Effective both independently and in a team setting.
**Desirable Requirements**:
- Experience in event/meeting planning and coordination
- Understanding of the investment brokerage industry and securities regulations.
- Canadian securities licence
- Experience with Conquest and Snap Projections software
- Good knowledge of Morningstar Advisor Workstation
**Compensation**:
- Varies between $45,000 (unlicensed assistant) to $60,000 (licensed assistant)
- There's a bonus based on performance each year.
- Benefits: Medical and Dental
**Company Provides**:
- It is a hybrid position, 2 to three days a week remotely from home
*
**Job Types**: Full-time, Permanent
Pay: $45,000.00-$60,000.00 per year
Additional pay:
- Bonus pay
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Work from home
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Etobicoke, ON M9C 4Z5
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