Description
Salary
Salary Range: $50,000 - $60,000 plus discretionary bonus
About the Role
We are looking for a detail-oriented, proactive individual with strong analytical skills to join one of our largest advisor teams, the LePoidevin Group, in Vancouver. The LePoidevin Group, led by David LePoidevin, is a high-performing team recently awarded the Wealth Professionals 2025 Advisory Team of the Year.
Responsibilities
- Work directly with the team and portfolio managers focusing on trade reconciliation and settlement, trade allocation uploads, and other trade spreadsheet preparation.
- Support daily trading activities by coordinating trade execution and allocations.
- Prepare, validate, and upload trade allocation files for block trades across multiple portfolios.
- Assist with foreign exchange (FX) preparation, including building and preparing Excel spreadsheets for currency conversions.
- Monitor daily cash balances ac...
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