Elevate your career as a Licensed Investment Advisor Assistant with Haywood Securities in Vancouver, supporting a high-performance advisory team. Thrive in a fast-paced, client-focused environment with deep capital markets expertise.
You will play a pivotal role for two Investment Advisors managing a global client base, ensuring flawless execution and high-touch service. This position requires a deep understanding of transactional capital markets and will involve operational support to optimize client acquisition and market analysis. Get ready to build lasting client relationships and enjoy the stability of a dynamic team.
Key Responsibilities:
• Act as the main contact for client inquiries and service needs
• Provide operational support to Investment Advisors daily
• Assist with trade execution, order entries, and confirmations
• Manage client onboarding and regulatory paperwork
• Prepare client reports and maintain accurate CRM records
Requirements:
• Canad...