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.