Elevate your career at Haywood Securities as a Licensed Investment Advisor Assistant in Vancouver. This opportunity focuses on client service and supporting high-touch investment operations with a global reach.
Haywood Securities seeks a seasoned professional to support two Investment Advisors in managing a diverse client base across retail and institutional investors. This role emphasizes operational excellence and relationship building, particularly in the capital markets and mining sectors. Engage with clients through rigorous administrative duties while fostering long-term connections, all while in a supportive team environment.
Key Responsibilities:
• Serve as primary contact for client inquiries and service needs
• Provide operational support for Investment Advisors’ client acquisition
• Coordinate trade execution, order entry, and confirmations
• Manage client onboarding and regulatory documentation
• Maintain accurate client records and CRM systems
Requi...