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City Toronto
State/Province Ontario [ON]
Country Canada [CA]
Title Investment Assistant
Job Type Perm
Overview Our client is a prestigious financial institution located midtown Toronto (not walking distance from Union but sub way accessible). They currently seek an Investment Assistant to support a highly successful Investment Partnership. The two advisors are highly dynamic and have consistently grown their business over the past few years. They seek an energetic individual who is focused on the financial services industry as a career, and is client focused, in addition to administratively proficient.
Responsibilities • Input and follow up of trading orders
• Resolving client inquiries
• Account opening, transfers, transactions
• Sales support
Requirements • Minimum of completion of CSC, CPH a definite asset
• Current IIROC licensed IR will take preference
• Exceptional communication skills
• High levels of attention to detail
• Ability to multi-task
• One to two years financial services experience preferred