Job Description
Compensation
Expected Total Compensation: $65,000 to $70,000
Responsibilities
- Work directly with a team of Investment Advisors to support client relationships and build a sustainable wealth management business.
- Assist Investment Advisors with processing and confirming client transactions.
- Deal directly with all clients: provide quotes and execute trading orders.
- Maintain account lists and compile statistical information and reports.
- Process and follow up on client documentation for proper account maintenance.
- Assist with servicing existing clients.
- Participate in developing the wealth business using various marketing initiatives.
- Perform additional administrative duties as required.
Skills & Qualifications
- Completion of the CIRE exam and fully IR licensed with CIRO required.
- 2-3 years of related experience, with a well-rounded knowledge of the securiti...
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