Location
North York, ON | Canada
Job description
Investment Assistant (IIROC)
Our client in the Wealth Management industry is looking for an Investment Assistant to join their team in North York. Your role as a Client Service Coordinator is to work alongside Portfolio Managers to deliver highvalue service to their clients.
Responsibilities:
- Work with Portfolio Managers and meet with clients when necessary to create a working relationship and to collect information at the direction of the Portfolio Manager; regarding: KYC financial planning and other client updates
- Provide support to Portfolio Managers in preparing for client meetings
- Creating/Generating clientspecific reporting
- Research and/or Analysis Projects as assigned
- Trading Deployments (assist when required)
- Assist when required in daytoday client administration about client's investment accounts
- Acting as the Client Ambassador maintaining strong relationships with clients
- Collaborate with team members to streamline processes increase efficiency and effectiveness
- Daytoday client administration of client's investment accounts
- Assist when required for tax preparation – input client’s information into CRA/Tax system filing tax returns as guided by the inhouse accountant (Feb March & April)
Qualifications:
- Minimum 2 years of experience in the investment industry (preferred)
- Completion of the CSC and CPH course
- Ability to build rapport with clients
- Excellent written and verbal communication skills
The Offer:
- $5570K
- Full Benefits
- Vacation
Job tags
Salary
