Advisor, Securities

Work Mode and Role Overview

The work mode for this position is full-time on site. As an investment assistant you support advisors by performing all administrative and operational tasks involved in securities account management. You track client account transactions daily and resolve various administrative situations, proactively anticipating needs. You manage daily requests in accordance with high quality standards, maintaining regular contact with clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are essential.

Job Responsibilities

• Prepare the necessary documentation for member and client meetings.
• Manage the advisors’ calendars and voicemail.
• Complete account openings, forms and securities transactions as directed by the advisor(s).
• Handle certain queries, perform research and propose tailored solutions for members and clie...