Enhance your career at Haywood Securities as a dedicated Investment Advisor Assistant in Vancouver, BC. This role emphasizes exceptional client service and administrative support within a rapid-paced investment firm.
As a full-time position on our Sales team, you’ll be pivotal in assisting with capital raising for creative businesses. Successful candidates will need office experience and a proactive approach to managing multiple tasks while providing outstanding client service and support.
Key Responsibilities:
• Handle client calls and greet visitors warmly
• Keep track of appointments and update calendars
• Oversee client paperwork and account management
• Collaborate with departments for client needs
• Assist with personal tasks as needed
Requirements:
• Office-related experience is mandatory
• Financial industry knowledge is a plus
• Familiarity with Dataphile is advantageous
• Proficient in Microsoft Office Suite is required
• Solid attention to detail in data management
Take your first step into the investment sector and support Haywood's growth and customer focus.
J-18808-Ljbffr

📌 Client Focused Investment Advisor Assistant Vancouver
🏢 Haywood Securities
📍 Vancouver