Investment Advisor Assistant

Join Haywood Securities as an Investment Advisor Assistant in Vancouver, BC, to support client services and capital raising for growth-focused businesses. Showcase your attention to detail and client service skills while working in a dynamic investment environment.

This permanent, full-time role is key to our Sales team. Candidates should possess office-related experience, ideally in the financial industry, and demonstrate proficiency in Microsoft Office Suite. You will benefit from exposure to venture investing, creating exciting opportunities for personal development and career advancement.

Key Responsibilities:

• Greet clients and manage client communications

• Schedule meetings and maintain an organized calendar

• Manage client accounts with precision

• Handle paperwork and liaise with various departments

• Perform personal assistant duties including errands

Requirements:

• Previous office experience is required

• Knowledge of the financial industry is an asset

• Dataphile and CSC completion are beneficial

• Excellent attention to detail is essential

• Proficient in data entry and Microsoft Excel/Outlook

Contribute to client service excellence and support Haywood’s investment mission in Vancouver.
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