Elevate your career with Harbourfront Wealth as an Investment Advisor Assistant in Vancouver, BC. This position is crucial for enhancing service delivery and supporting key administrative tasks.
This role is perfect for those who are detail-oriented, organized, and possess strong communication abilities. You will provide essential support to an Investment Advisor, managing administrative duties that include processing trades, maintaining records, and ensuring a seamless client onboarding experience. Your adaptability will help the advisory team to operate effectively in a busy environment.
Key Responsibilities:
• Deliver administrative support for trading and documentation
• Help onboard clients and manage KYC processes
• Maintain accurate and organized client records
• Greet visitors and handle client communications
• Organize travel arrangements and coordinate meetings
Requirements:
• CIRO registration as an Investment Representative
• 2 years of investm...