Financial Advisor Assistant : Ville St.Laurent

Type of Job: Part-time
Hours weekly: 30
Working schedule: to be discussed
Starting date: immediately

Purpose of Job:

To assist Financial Advisor in managing existing investment portfolios and developing new business, by providing service directly to clients, including the provision of investment information, taking buy/ sell orders, and responding to account enquiries.

Major Activities:

1. Assist Financial Advisor in the performance of his duties and provide customer service:

· Assist Financial Advisor in prospecting for new clients.
· Advise clients on matters relating to dividends and interest.
· Notify clients of tender offers, redemptions, etc.
· Contact clients and follow up.
· Review incoming mail and telephone calls and respond as appropriate.
· Greet client arriving for meetings.
· Remain aware and update Executive schedule.


2. Perform general administrative tasks:

· Keep appointment books/ agenda for Financial Advisor.
· Assemble and send investor information packages to clients upon request.
· Review client portfolios monthly to ensure records are in order.
· Maintain client files.
· Input data to automated spreadsheets and databases.
· Compose letters to clients explaining current account status and proposed investment opportunities.
· Monitor all pending registered plan transfers to ensure completion on a timely basis.


Requirements:

Knowledge/ Skill Requirements:

· Working knowledge of various office equipment and computer software /Microsoft Word, Excel, PowerPoint and Outlook/ including word processing, spreadsheet and industry specific software.
· Excellent oral and written communication skills - English and French.
· General knowledge of the financial industry.
· Organizational/ administrative skills required to perform activities with varying degrees of priority.
· Basic understanding of investment portfolios.
· Secretarial and/or clerical work experience.

Attributes:

· Candidate must be very organized and able to prioritize tasks.
· Ability to perform secretarial and clerical duties with deliberate speed and accuracy without immediate and constant supervision.
· Candidate must be friendly, personable and able to build harmonious working relationships with clients, co-workers and the general public.
· Ability to exercise good judgement in recognising scope of authority and protecting confidential information a must.

Interested candidates should send resumes to:
geoff_team@wildcoaching.com

Ven Tomov (HR Consultant)
tel. (514) 334-****Cliquez pour afficher x 312
cell: (438) 888-****Cliquez pour afficher
Investors Group Financial Services Inc.
3333 boul. Côte-Vertu, Suite 700
Montréal (QC) H4R 2N1

Thank you!

• Location: Ville St.Laurent
• Compensation: to be discussed
• This is a part-time job.
• Principals only. Recruiters, please don`t contact this job poster.
• Phone calls about this job are ok.