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 strong 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.
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📌 Vancouver Investment Advisor Support Role
🏢 Haywood Securities
📍 Vancouver