Registered Investment Assistant Job in Toronto/Gta, Ontario Canada

The People Bank, A division of Design Group Staffing, is currently recruiting for a Registered Investment Advisor Assistant for a boutique Private Wealth company. This position is primarily responsible for providing administrative support to the Investment Advisor. The position has a strong focus on client service, handling phone calls, letters and emails, receiving and directing clients, making meeting arrangements, preparing reports and financial data, organizing, preparing and filing client documentation.

Only applicants registered as an Investment Representative or Registered Representative via IIROC will be considered

.Promptly receive and screen-incoming phone calls

.Screen and distribute incoming e-mail and mail, responding where appropriate

.Develop and maintain a well-organized filing system that permits easy reference and rapid retrieval of information

.Assist with organizing meetings and/or special events, arrange for catering

.Greet clients and visitors to the office

.Provide accurate word-processing support by composing and/or editing a variety of documents e.g. internal and external letters, mass emails, presentations, memos and faxes

.Special organizational, research department projects as directed

.Additional functions as required

Desired Skills Experience

.Successful completion of the Canadian Securities Course (CSC)

.Successful completion of Conduct Practices Course (CPH)

.Able to be registered as an Investment Representative or Registered Representative with IIROC

.Excellent interpersonal, written and oral communication skills

.High standards of ethics and confidentiality to handle sensitive information

.Previous experience in an administrative position in the financial services industry.

.Strong computer skills - Word, Excel, Power Point and MS Outlook

.Must be highly organized, able to prioritize tasks and detailed oriented

.Interested to grow career in financial industry

.Proactive with a strong attention to detail

.Ability to exercise good judgment and be proactive

If you feel that you are uniquely qualified for this position please submit your resume to Janet Witkin Ber at jber@thepeoplebank.com for review.

We thank all applicants for their interest in this position; however, only those who most closely match our clients requirements will be contacted.