Job Description

Investment Advisor Administration Assistant - LICENSED

Job Overview

We are seeking a motivated and detail-oriented Investment Advisor Assistant - LICENSED to join our dynamic team. You will be responsible for maintaining and developing strong client relationships. The ideal candidate will possess exceptional organizational skills and a proactive approach to problem-solving.

To provide administrative and operational support, assisting with client communication, to execute transaction processing & trades, and follow-up.

This role involves handling client inquiries, preparing reports, and maintaining accurate records.

Key Responsibilities:

Client Communication: Responding to client inquiries, managing phone calls and emails, and handling client-related correspondence.
Transaction Processing: processing and confirming client transactions, executing trade orders, and following up on transfers and documentation. Opening new accounts. KYC updates.
Administrative Support: Maintaining account lists, compiling statistical information, preparing reports, and organizing client files.
Client Service: Providing ongoing service and support to clients, ensuring their information is accurate and up-to-date, and resolving issues effectively.
General Office Duties: Performing various administrative tasks such as scheduling appointments, preparing correspondence.

Required Qualifications:

Education: High school diploma or equivalent.
Experience: 1+ years experience in a financial services
Certifications: Completion of relevant securities courses (Canadian Securities Course - CSC).

Required Skills:

Excellent communication, and interpersonal skills, along with attention to detail.
Strong organizational skills with the ability to manage multiple tasks effectively.
Proficiency in administrative tasks, including clerical duties related to client management.
Excellent phone etiquette for professional communication with clients.
Strong typing skills for efficient documentation and correspondence.
Attention to detail for proofreading documents and ensuring accuracy in reports.
Experience in retail operations, providing a welcoming environment for clients.
Ability to work collaboratively within a team while also being self-motivated

Job Type: Full-time

Pay: $62,000 - $87,000 ++ Based on value and skills provided

Schedule:

8:30-4:30+
Monday to Friday

Language:

English (required)

License/Certification:

CSC (required)
IR or RR License

Work Location: In person - Yonge/Sheppard

iA Private Wealth

Open Positions

Investment Advisor Administration Assistant - LICENSED