Securities Investment Assistant Role, Pointe-Claire

Support advisors in securities management as an Investment Assistant. This role requires strong administrative skills and effective client communication under our high quality standards.

As a Securities Investment Assistant, you will enhance support for advisors by managing their calendar and voicemails while completing client account documentation. With a focus on client satisfaction, you'll need to proactively address administrative tasks, resolve queries, and report on transactions to ensure compliance and business growth.

Key Responsibilities:• Prepare documentation for client meetings • Manage advisors’ calendars and voicemails • Complete account openings and securities transactions • Address queries and conduct research to provide solutions • Produce reports and prepare related documentation

Requirements:• General college diploma in a relevant field • Minimum of two years of experience in a similar role • Fluency in French is required • Ability to handle client-focused tasks effectively • Strong interpersonal skills to engage with clients

Bring your skills in client communication and administration to support our advisors effectively. #J-18808-Ljbffr