Investment Advisor Assistant

Become an Investment Advisor Assistant working with a financial company in Markham. Support client transactions and maintain relationships in this full-time role.

A financial company is looking for two full-time Investment Advisor Assistants. You will collaborate closely with Investment Advisors, focusing on client relationships and wealth management solutions. Responsibilities include handling client transactions, providing trading quotes, and maintaining account records.

Key Responsibilities:

• Assist Investment Advisors with client transactions

• Provide quotes and execute trading orders for clients

• Maintain and compile statistical reports on accounts

• Process and follow up on client documentation

• Support marketing initiatives to grow wealth management business

Requirements:

• Fluent in English and Mandarin

• Valid work visa required; students welcome

• Strong client relationship skills

• Ability to manage statistical information

• Must be available for full-time day shifts

Elevate client experiences and help drive growth in wealth management as an Investment Advisor Assistant.
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