Investment Advisor Assistant at Haywood Securities

Elevate your career as a Licensed Investment Advisor Assistant with Haywood Securities in Vancouver. This vital role supports Investment Advisors in transactional capital markets for a global client base.

Haywood Securities is seeking a seasoned advisor assistant ready to thrive in a fast-paced environment. You will facilitate efficient operations for two advisors handling retail and institutional clients, focusing on mining, energy, tech, and special situations. This position allows for remote work after onboarding, ensuring you can maintain high-touch service with an elite team.

Key Responsibilities:
• Serve as primary client contact for inquiries and service
• Provide operational support to Investment Advisors for acquisitions
• Coordinate trade execution, confirmations, and settlements
• Manage client onboarding and regulatory compliance paperwork
• Maintain accurate client records and internal databases

Requireme...