Job Description
Job Summary
Temporary position for 12 months as an investment assistant supporting advisors by performing administrative and operational tasks involved in securities account management.
Responsibilities
- Track client account transactions on a daily basis and resolve various administrative situations.
- Prepare necessary documentation for member and client meetings.
- Manage advisors’ calendars and voicemail.
- Complete account openings, forms and securities transactions as directed.
- Handle certain queries, perform research and propose solutions tailored to member and client needs.
- Take part in producing reports and statistics and preparing related documents.
- Act proactively, think ahead, and handle daily requests in accordance with high quality standards.
- Communicate regularly with clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances.
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