Job Description
Overview
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You are proactive, able to think ahead, and able to handle daily requests in accordance with high quality standards. You maintain close, regular contact with clients, employees and partners to answer questions, take action and monitor changes in circumstances. Strong interpersonal skills are essential, and you strive to meet the needs of members and clients while supporting business growth, risk and compliance management, and adherence to current practices and policies.
Responsibilities
- Prepare the necessary documentation for member and client meetings.
- Manage the advisors calendars and voicemail.
- Complete account openings, forms and securities tra...