Investment Assistant Supporting Portfolio Managers in Financial Services

Join a dedicated investment team as an Investment Assistant. This role focuses on administrative support for client accounts and facilitates long-term investment strategies with a strong client service orientation.

As a vital part of this financial services team, you will assist Portfolio Managers by coordinating account documentation and managing trades in mutual funds, equity, and fixed income. Your proactive approach will help maintain high levels of client satisfaction and foster long-term working relationships with clients while upholding key administrative tasks effectively.

Key Responsibilities:

• Coordinate client account documentation and openings

• Execute mutual fund, equity, and fixed income trades

• Initiate and track account transfers efficiently

• Prepare reports and logistics for client meetings

• Manage various aspects of general administration

Requirements:

• 2 to 3 years of administrative experience in banking or brokerage

• Completion of required Canadian Securities courses

• Proficient in MS Word, Excel, and Outlook

• Strong verbal and written communication skills

• Detail-oriented with excellent organizational capabilities

Support long-term investment goals while developing crucial skills in a client-centric environment.
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