Investment Associate

Assiduity Financial Solutions Inc.
Posted 2 months ago
Castlegar
TBD
Full Time

Job Description

We are a dynamic, productive, and successful financial services firm and we are looking for the right candidate to join our team.

The ideal candidate would have previous sales experience and looking for advancement within the firm.

Please apply within this posting. To be considered for the position completion of the aptitude test within this application is required.

Only candidates that are considered for the position will be contacted

Job Description

The Investment Associate position provides support in terms of handling the wealth service needs for the office operations to run in a smooth fashion. This person is the first point of contact on the wealth portion of the firm, and therefore must possess exceptional communication skills both verbal and written. This position requires a friendly, confident, courteous individual with a high level of professionalism and enthusiasm to manage direct contact with clients, and high-level executives, internally and externally and their assistants.

The Investment Associate must possess self-discipline, time management skills, good listening skills and must be adaptable to succeed in a constantly changing environment: daily volumes fluctuate and are sometimes unpredictable.

Office Culture Aspects:

  • Maintain a welcoming, professional, approachable, positive, respectful, and efficient business conduct to all clients, office guests and colleagues
  • Client focused and oriented

Responsibilities:

  • Liaising with clients, colleagues, and industry representatives
  • Handle the service needs on the wealth portion of the firm
  • Ensure all tasks and projects are completed in time
  • Review, sort, and/or respond to emails
  • Facilitate signatures for pending paperwork and contracts
  • Prepare paperwork or specific requirements for client appointments
  • Partnering with our back office and other financial institutions
  • Sending updates to clients
  • Answer and manage/dispatch telephone calls
  • Greet clients and direct them as needed
  • Document management: digital data entry
  • Sales Force (internal data base) maintenance
  • Any tasks/assignments given by superiors

Qualifications:

  • Strong communication with clients and colleagues
  • Strong attention to detail and accuracy
  • Quick learning with a desire to take ownership and accountability of this position
  • Strong interpersonal skills
  • Proactive and resourceful
  • Ability to multi-task and work in a fast-paced environment
  • Problem solving and solution-oriented communication skills
  • Organizational and planning skills
  • Process oriented
  • Leadership qualities
  • Strong phone etiquette
  • Computer software skills
  • Internet research abilities

Preference will be given to those who hold their Mutual Fund and/or Life Insurance license or those who are in the process of obtaining it.

Job Types: Full-time, Permanent

Benefits:

  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • Vision care

Schedule: Monday to Friday

Apply Now

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