Financial Services Assistant

Elevate your career with Research Capital Corporation as a Financial Services Assistant in Vancouver. Utilize your expertise in the Canadian financial market to enhance advisor-client interactions.

In this role, you will provide critical support to Investment Advisors, ensuring smooth operations in a fast-paced environment. Your adeptness at managing client inquiries, preparing for meetings, and handling account processes will be key. Attention to detail and commitment to confidentiality will be fundamental in this administrative support position.

Key Responsibilities:

• Prepare documents for client appointments

• Address client administrative inquiries promptly

• Supply market information to clients

• Follow up on client and prospect inquiries

• Manage client phone communications efficiently

Requirements:

• College diploma or university degree in finance

• At least three years of experience in a financial role

• Current or eligible CIRO licensing

• Canadian Securities Course completion is advantageous

• Proficient in Microsoft Office 10

Support the dynamic team at Research Capital Corporation while expanding your knowledge of the financial services industry.
#J-18808-Ljbffr