Assistant to Investment Advisors

We are seeking a skilled Investment Advisor (IA) Assistant for our Vancouver office. Drawing on your background and/or education in the financial services industry, you will use your knowledge of the Canadian market to support the daily administration needs of an IA in this branch. You have polished organizational skills and are self-motivated with an excellent, “can-do” work ethic.

Patricia Foster at

Key Responsibilities

• Assist IA in preparing for client appointments
• Respond to client inquiries on administrative questions
• Provide market information or quotes to clients
• Follow up with prospective clients and clients on active inquiries
• Communicate effectively with the advisors you support
• Manage incoming/outbound client phone calls
• Ensure client accounts are processed accurately including account opening/closing and transfers
• Communicate with head office associates on comp...