Financial Advisor Assistant

2 weeks ago

Vancouver, Canada Raymond James Financial Full time

**Financial Advisor Assistant**
- 2301732

Sophia Financial Group is looking for a Financial Advisor Assistant to join our wonderful team. This position requires a person with superior written and oral communication skills, a keen attention to detail and a positive attitude. Social values and community contribution are as important to us as delivering exceptional investment advice and financial planning expertise.
- WHAT YOU’LL DO
Responsibilities will include:

- Assisting in responding to all administrative requests including EFTs, electronic deposits and withdrawals, account transfers, account updates such as address changes and banking info
- Entering buy/sell orders of securities on Dataphile and follow up and monitoring of transactions
- Administering the opening of all new accounts
- Responding to client requests for information
- Preparing for client meetings by running various reports
- Assisting with analysis of prospective clients portfolios
- Maintaining client database (Maximizer) by entering notes and ensuring files are accurate
- Maintaining client files and other general office duties
- Other duties as assigned

WHAT YOU HAVE
- Minimum two years administrative or industry experience
- Completion of the Canadian Securities Course and Conducts and Practices Course, or willingness to obtain
- Microsoft Office proficiency (Outlook, Word, Excel)
- Meticulous attention to detail
- Ability to prioritize, multitask, work within time constraints
- Solid work ethic and a professional demeanor
- A caring attitude with genuine passion and dedication

This 4 day a week position (30 hours) offers work life balance with a competitive salary. Our harmonious and attractive office has easy access to transit and has ample parking.

We would like to thank all interested respondents but wish to let you know that we will only be contacting applicants that are aligned with our requirements.

**Job** Wealth management

**Primary Location** CA-BC-Vancouver-Vancouver

**Organization** PCG IFS

**Schedule** Part-time

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