Sales Assistant
Grow your career in the Wealth Industry in a challenging support role that is pivotal to helping our clients achieve their success while also ensuring our internal operational activities are highly efficient and organized.
As a Sales Assistant, you will be responsible to supporting and Investment Advisor (IA) team in achieving business objectives of profitability, and market share. You will be a key player ensuring client needs are met or exceeded. You will have the opportunity to have a multi-faceted compensation package.
As a Sales Assistant, you will
· Work in a dynamic team environment
· Have strong analytical and interpersonal skills
· Deliver service initiatives to the IA’s clients
· Contribute to the IA’s business objectives
· Excel in a client-focused environment
· Collaborate with a variety of cross-functional partners for execution of client requests and creative problem solving
· Open accounts, transfer assets and maintain account documents in order
· Ensure compliance regulations are adhered to
· Be an integral team member responsible for keeping team organized and driving client satisfaction
· Ensure client needs are met or exceeded by resolving complaints in a timely and effective manner
Qualifications and experience
· University degree or equivalent experience 1-3 years
· Computer literacy
· Basic/intermediate knowledge of investment processes and procedures
· Familiarity with investment products
· Strong knowledge of administrative processes and procedures
· Knowledge of compliance and trade processing rules is an asset
· Previous wealth amangement experience would be considered an asset, in particular familiarity with Dataphile, Croesus and Microsoft Dynamics CRM.
· CSC and CPH would be preferred
· Current registration as an Investment Representative (IR) would be an asset and willing to become a Registered Representative (RR)
Job Types: Full-time, Permanent
Pay: From $45,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
Education:
- Bachelor's Degree (preferred)
Experience:
- Financial services: 1 year (preferred)
Licence/Certification:
- Investment Representative License (preferred)
Work Location: In person
