Position:Financial Administrative AssistantCategory:

Admin

City:

Cooksville

Province:ON
Branch Name:Direct HireDress Code:
Branch Phone:(905) 5868828Job ID:4875
Pay Info:Order Type:DH

Position Term: Full-Time, Permanent
Business Hours: Monday – Friday, Business hours
Location: Mississauga, ON

Position Summary:
• Handle client account administration, including client queries and requests.
• Responsible for account transactions, documentation and trade processing.
• Scheduling and confirming all client appointments.
• Responsible for preparation of materials and financial reports for client meetings.
• Advise and assist with the preparation and coordination of presentations, proposals and other marketing initiatives.
• Responsible for ensuring all databases are updated and maintained.
• Responsible for the completion of all meeting follow up activities.
• Research information to prepare special reports as required.
• General office administrative duties as assigned.

Qualifications:
• Minimum 4 years of post-secondary business related courses or an equivalent combination of education and experience.
• Minimum of 3 years related experience in a financial institution or brokerage firm.
• Successful completion of the Canadian Securities Course.