Found Description
As an investment assistant, you play a hands‑on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management.
Responsibilities
- Track client account transactions on a daily basis and resolve various administrative situations.
- Prepare the necessary documentation for member and client meetings.
- Manage the advisors’ calendars and voicemail.
- Complete account openings, forms and securities transactions as directed by the advisor(s).
- Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.
- Take part in producing reports and statistics and preparing related documents.
What We Offer
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout re...