Licensed Investment Advisor Assistant Vancouver
The Mullings Group • trois rivières, Canada
Role Description
Elevate your career with Haywood Securities as a Licensed Investment Advisor Assistant in Vancouver. Support investment advisors while delivering exceptional service to a global clientele in capital markets.
Haywood Securities seeks a seasoned professional for a pivotal career-track position in Vancouver, supporting two Investment Advisors. With a focus on client service, trade execution, and operational efficiency, you will play a crucial role in managing accounts across various sectors, including mining and tech. This position allows for a blend of office and remote work post-onboarding.
Key Responsibilities:
• Serve as primary contact for client inquiries and documentation
• Provide administrative support to Investment Advisors daily
• Support trade execution and compliance activities
• Manage client onboarding and regulatory paperwork
• Maintain accurate client records and reports
Requirements:
• Canadian Se...
Haywood Securities seeks a seasoned professional for a pivotal career-track position in Vancouver, supporting two Investment Advisors. With a focus on client service, trade execution, and operational efficiency, you will play a crucial role in managing accounts across various sectors, including mining and tech. This position allows for a blend of office and remote work post-onboarding.
Key Responsibilities:
• Serve as primary contact for client inquiries and documentation
• Provide administrative support to Investment Advisors daily
• Support trade execution and compliance activities
• Manage client onboarding and regulatory paperwork
• Maintain accurate client records and reports
Requirements:
• Canadian Se...