Investment Advisor Assistant

Compensation

Expected Total Compensation: $65,000 to $70,000

Responsibilities

• Work directly with a team of Investment Advisors to support client relationships and build a sustainable wealth management business.
• Assist Investment Advisors with processing and confirming client transactions.
• Deal directly with all clients: provide quotes and execute trading orders.
• Maintain account lists and compile statistical information and reports.
• Process and follow up on client documentation for proper account maintenance.
• Assist with servicing existing clients.
• Participate in developing the wealth business using various marketing initiatives.
• Perform additional administrative duties as required.

Skills & Qualifications

• Completion of the CIRE exam and fully IR licensed with CIRO required.
• 2-3 years of related experience, with a well-rounded knowledge of the securiti...