Job Description
Join Haywood Securities as a Licensed Investment Advisor Assistant, a vital role enhancing client support in a hybrid working model. This position requires expertise in capital markets and exceptional organizational skills.
In this key position at Haywood Securities, support two Investment Advisors focused on retail and institutional investors in Vancouver. This role is integral to managing client relationships through operational excellence and proactive service. Experience in a fast-paced environment is essential for thriving in this position.
Key Responsibilities:
• Be the primary contact for client service inquiries and updates
• Facilitate day-to-day operations for Investment Advisors
• Oversee trade execution and compliance processes
• Accurately manage client documentation and records
• Develop meeting materials and client investment summaries
Requirements:
• Completion of Canadian Securities Course and other relevant certifications
• 5+ years in a ...
In this key position at Haywood Securities, support two Investment Advisors focused on retail and institutional investors in Vancouver. This role is integral to managing client relationships through operational excellence and proactive service. Experience in a fast-paced environment is essential for thriving in this position.
Key Responsibilities:
• Be the primary contact for client service inquiries and updates
• Facilitate day-to-day operations for Investment Advisors
• Oversee trade execution and compliance processes
• Accurately manage client documentation and records
• Develop meeting materials and client investment summaries
Requirements:
• Completion of Canadian Securities Course and other relevant certifications
• 5+ years in a ...
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