Investment Assistant - Remote

Overview

The Investment Assistant plays a vital role in supporting advisors by managing administrative and operational tasks related to securities account management, ensuring client satisfaction and adherence to compliance standards.

In Short

• Support advisors with securities account management.
• Track client account transactions daily.
• Prepare documentation for client meetings.
• Manage advisors’ calendars and voicemails.
• Complete account openings and securities transactions.
• Handle client queries and research tailored solutions.
• Produce reports and prepare related documents.
• Ensure compliance with policies and practices.
• Develop strong interpersonal skills for client interaction.
• Work in a hybrid environment with flexible vacation.

Requirements

• College diploma in a related field.
• Minimum one year of relevant experience.
• Knowledge of French is required.
• Strong drive for results and interpersonal skills.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement of health and wellness expenses.