Support a large portfolio management team as an Investment Associate. Focus on executing trades, providing client support, and maintaining critical account documentation in a fast-paced wealth management setting.
You will be vital in assisting the portfolio management team with various investment activities. Responsibilities involve managing client inquiries, ensuring settlements, and maintaining comprehensive client files. Your role will require collaboration with different departments and a thorough understanding of regulatory compliance.
Key Responsibilities:
• Execute client trades and manage portfolio rebalancing
• Follow up on client trades for proper delivery
• Provide proactive service to address client inquiries
• Assist in onboarding new clients to the advisory team
• Maintain documentation in line with regulatory standards
Requirements:
• Must hold Canadian Investment Regulatory Exam (CIRE)
• Bachelor’s degree in finance or a related field
• ...