Job Summary

Temporary position for 12 months as an investment assistant supporting advisors by performing administrative and operational tasks involved in securities account management.

Responsibilities

• Track client account transactions on a daily basis and resolve various administrative situations.
• Prepare necessary documentation for member and client meetings.
• Manage advisors’ calendars and voicemail.
• Complete account openings, forms and securities transactions as directed.
• Handle certain queries, perform research and propose solutions tailored to member and client needs.
• Take part in producing reports and statistics and preparing related documents.
• Act proactively, think ahead, and handle daily requests in accordance with high quality standards.
• Communicate regularly with clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances.