Investment Advisor Assistant

at  Haywood Securities Inc

ABOUT HAYWOOD

Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the energy, mining, technology and special situation sectors. Haywood offers these investment opportunities to a select group of qualified investors in both the institutional and retail markets.
At Haywood, we foster long-term relationships with the companies we support through our often multiple financings in the capital markets and our ongoing advisory services. Our goal is not only to ensure the success of the venture, but also to build enduring value for our investors.
At Haywood, we continually strive to enhance our practice of providing clients with ideas and investments that are well-founded and profitable. Our greatest strength lies in our skilled and dedicated employees who are supported by a work environment that promotes creativity and performance.

REQUIREMENTS:

• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite – Excel and Outlook
• Fluent in Mandarin and Cantonese
• Office related experience
• Proficient in data entry with excellent attention to detail
• Ability to work with minimal supervision
• Must be able to multi-task and manage multiple deadlines
• Pro-active with a team-first attitude
• Willingness to take Investment courses as requested by the Sales Team
• Must be flexible with work schedule, hours may be varied
• Licensed as a Registered Representative-Retail is an asset
• Dataphile knowledge an asset
• Experience in financial industry an asset
• CSC completion an asset

• Greeting clients and handling client calls
• Scheduling meetings and keeping calendar up to date
• Preparing and processing new account documentation
• Manage daily client inquiries and transactions
• Execution of trade orders
• Prepare New Issues & Private Placement documentation
• Investment research
• Handling all client paperwork and liaising with various departments as needed