Vancouver Investment Advisor Support Role

Vancouver Investment Advisor Support Role

11 Aug
|
Haywood-Securitie
|
Vancouver

11 Aug

Haywood-Securitie

Vancouver

Kickstart your investment career as an Investment Advisor Assistant with Haywood Securities in Vancouver, BC. This permanent role prioritizes client interaction and administrative excellence in supporting investment initiatives. Joining our Sales team means being at the forefront of raising capital for exciting growth-oriented companies. Candidates should demonstrate solid organizational skills and a commitment to superior client service.

Experience in an office setting, preferably in finance, is essential to thrive in this role. Key Responsibilities:
Manage client greetings and communication channels
Schedule and coordinate meetings efficiently
Administer client account details meticulously
Process paperwork and collaborate across departments
Carry out personal assistance tasks as directed Requirements:
Required office experience is crucial
Financial industry background is a valuable asset
Dataphile knowledge is advantageous
Microsoft Office proficiency is essential
Excellent detail orientation and data entry skills Elevate client experiences and immerse yourself in Haywood’s agile investment atmosphere.

📌 Vancouver Investment Advisor Support Role
🏢 Haywood-Securitie
📍 Vancouver

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