Licensed Sales Assistant

Toronto, ON | Direct Hire

Job ID: 59184 Industry: Administrative/Office Support

Licensed Sales Assistant - Investment Firm

Salary up to $55,000 + Commission + RRSP + Benefits + Profit Sharing!!!

Well established and leading Canadian independent investment firm seeks a Licensed Sales Assistant to join their growing team. Your role will focus on providing administrative, operational, and client service support to a highly successful Portfolio Manager and an Associate IA. Attitude is going to be key. If you are interested in the investment business and thrive on being an integral member of a highly successful team, this role may be for you. The firm’s culture is based on trust, integrity and genuine desire to service their clients.

Responsibilities:

  • Assist the PM and IA in their administrative tasks including; processing and following up on trades, transactions, and transfers
  • Verify daily activity in accounts and review of previous day’s transactions (Trades, debits, transfers, errors, etc.)
  • Execute buy and sell orders for client accounts in accordance with the PM’, IA’s, or client’s instructions
  • Handle incoming and outgoing phone calls with clients, respond to client requests for information, and service the clients’ general day-to-day needs
  • Prepare correspondence and reports
  • Foster and support client relationships
  • Communicate with internal departments for administrative needs
  • Distribution of research material and other market information to clients
  • Ensure client’s accurate and timely completion of all necessary documentation
  • Assist in marketing initiatives including the preparation and follow up relating to client seminars and events
  • Assist with special projects as needed

Qualifications

  • Completion of the Canadian Security Course (CSC) and Conduct and Practices Handbook (CPH) course. Must be licensed
  • A minimum of 5 or more years’ experience in the brokerage industry
  • Advanced experience with Microsoft Office Suite
  • Detail oriented with excellent organization skills
  • Able to prioritize and deliver results constantly
  • Strong verbal and written communication skills
  • Must have excellent initiative and ability to work autonomously

To apply, please click Apply Online or submit your resume by email to: LJAresume@bagg.com

View all of our job postings at www.bagg.com 

Accommodations are available upon request to support your participation during all stages of the recruitment process.


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