Jr. Investment Associate
Investors Group - Toronto, ON

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Senior Financial Advisor in busy practice seeks a Jr. Investment Associate, to assist in daily functions as well as help build and manage the practice. Must have some financial / customer service experience as well as intermediate computer skills i.e. Microsoft Office - outlook, word, excel. Google search capabilites.

Duties will include:

  • Provide administrative support and follow-up of daily transactions, documentation requests, disbursements, redemptions, pre-authorized payments
  • Follow-up and create loan transaction documents
  • Manage outlook calendar, meeting, reporting, transactions and transfers
  • Correspond with client and colleague inquiries
  • Help identify and prospect new clients

Indeed - 22 months ago - save job - block
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About this company
78 reviews
At Investors Group, we firmly believe that building long term relationships with clients is the best way to help them reach their financial...