Financial Advisor Assistant
at Appleone
Vancouver, BC, Canada -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 25 Dec, 2024 | USD 60000 Annual | 27 Sep, 2024 | N/A | Financial Services,Mutual Funds,Canadian Securities Course,Gic,Communication Skills,Completion | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
DESCRIPTION
Vancouver Company is seeking a Financial Advisor Assistant - Mutual Funds to join their team.
This is full time, permanent role based fully in office.
Location: Downtown Vancouver
Salary: ranging from $55-60K + Benefits
Responsibilities:
- Handle all general administrative duties – handling calls and emails, processing and preparing documents, data entry, filing, reporting
- Execute mutual fund trades with a high level of speed and accuracy
- Ensure all mutual fund trade revisions are processed accurately and on time
- Monitor and troubleshoot mutual fund orders in a timely manner
- Process commission and trailer fees
- Ensures the timely distribution of monthly reports
- Should be well-organized and be comfortable scheduling meetings and responding to emails on the executive’s behalf
- Should be able to draft documents and help the executive with any necessary meeting preparations
- Mange the CRM (Client Relationship Management) system and keep detailed notes of activities.
- Keeping important information and documents organized physically, and electronically
- Maintaining the highest degree of discretion and confidentiality
- Client facing activities that sometimes require asking personal questions.
- Special Project Assistance as required
- Maintaining inventory and functionality of office supplies
Requirements:
- Previous administrative experience within financial services
- Experience working with Mutual Funds and GIC’s
- Mutual Fund Licensed
- Experience in managing and processing mutual funds
- Associate’s or Bachelor’s degree in Business Administration or related field an asset
- Completion of Canadian Securities Course or other investment-related courses is an asset
- Experience in a client facing role with client interaction
- Polished and professional demeanor
- Warm personality, comfortable dealing with clients in person and over the phone
- Strong communication skills - both verbal and written
- Ability to multitask
- Strong critical thinker, solution focused
- Self-starter, works will on own initiative
- Good computer skills – will be using MS Office Suite, Adobe Pdf Editor, Multiple databases
- Must be detail oriented
ADDITIONAL SKILLS
(none specified)
Responsibilities:
- Handle all general administrative duties – handling calls and emails, processing and preparing documents, data entry, filing, reporting
- Execute mutual fund trades with a high level of speed and accuracy
- Ensure all mutual fund trade revisions are processed accurately and on time
- Monitor and troubleshoot mutual fund orders in a timely manner
- Process commission and trailer fees
- Ensures the timely distribution of monthly reports
- Should be well-organized and be comfortable scheduling meetings and responding to emails on the executive’s behalf
- Should be able to draft documents and help the executive with any necessary meeting preparations
- Mange the CRM (Client Relationship Management) system and keep detailed notes of activities.
- Keeping important information and documents organized physically, and electronically
- Maintaining the highest degree of discretion and confidentiality
- Client facing activities that sometimes require asking personal questions.
- Special Project Assistance as required
- Maintaining inventory and functionality of office supplie
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Vancouver, BC, Canada