Investment Advisor Assistant in Vancouver

Join Research Capital Corporation as an Investment Advisor Assistant in Vancouver. Leverage your financial services background to support investment advisors in everyday administrative tasks.

This role requires a skilled assistant with a strong understanding of the Canadian market. By collaborating closely with Investment Advisors, you will enhance client interactions, manage inquiries, and coordinate essential operations. Your polished organizational skills and proactive work ethic will be vital in maintaining accuracy and efficiency in account management and compliance matters.

Key Responsibilities:
• Assist advisors with client appointment preparations
• Respond to client questions regarding administration
• Provide market quotes and information to clients
• Follow up on client inquiries and prospects
• Handle incoming and outgoing client communications

Requirements:
• University degree or diploma in finance...