Join LePoidevin Group in Vancouver as a Trade Reconciliation Associate with a focus on analytical support and trade execution. Leverage your Excel skills in this dynamic role.
This Investment Associate position targets candidates with 1-2 years of experience in wealth management. You will play a key role in ensuring accurate trade reconciliation and cash monitoring while supporting the team's operational needs. Attention to detail and strong interpersonal skills are essential to thrive here.
Key Responsibilities:
• Collaborate with portfolio managers on trade reconciliation
• Prepare and validate detailed trade allocation files
• Execute trades based on monitored cash balances
• Coordinate FX preparations for currency conversion tasks
• Confirm accuracy of trade files prior to submission
Requirements:
• 1-2 years of experience in wealth management
• CIRO licensed as an Investment Representative
• Proficiency in Microsoft Excel and MS Office tools
• E...