Embark on a rewarding career as an Investment Advisor Assistant in downtown Vancouver, BC, with a firm specializing in Capital Markets. This role combines client service with critical operational support to enhance the advisory team's effectiveness.Focus on transactional capital markets as you assist a team dedicated to serving retail and institutional investors. Your responsibilities will range from trade execution to managing documentation, ensuring compliance at every step. Relationship-building with clients is crucial as you help navigate their financial journeys through dedicated service.Key Responsibilities:- Handle client inquiries and service needs across all accounts- Provide operational support in trade execution and confirmations- Manage onboarding, account transfers,
and regulatory documents- Maintain and update client records with attention to detail- Prepare investment summaries and reports as neededRequirements:- Canadian Securities Course (CSC) completed- Minimum of 2 years in investment advisory support- Preferably proficient with Dataphile brokerage platform- Understanding of capital markets and deal-side workflows- Robust communication skills and client-first attitudeJoin a proactive team where your skills will help foster long-lasting client relationships in the investment field.#J-18808-Ljbffr