Support advisors in securities management as an Investment Assistant. This role requires strong administrative skills and effective client communication under our high quality standards.

As a Securities Investment Assistant, you will enhance support for advisors by managing their calendar and voicemails while completing client account documentation. With a focus on client satisfaction, you'll need to proactively address administrative tasks, resolve queries, and report on transactions to ensure compliance and business growth.

Key Responsibilities:
• Prepare documentation for client meetings
• Manage advisors’ calendars and voicemails
• Complete account openings and securities transactions
• Address queries and conduct research to provide solutions
• Produce reports and prepare related documentation

Requirements:
• General college diploma in a relevant field
• Minimum of two years of experience in a similar...