Investment Branch Administrator
Your new company
My client, a reputable and growing financial services firm is seeking a Branch Administrator to join their team. Based in modern offices in Vancouver, this is a permanent role that offers a competitive compensation and benefits package.
Your new role
As the successful Investment Branch Administrator you provide invaluable organisational and administrative support to the management team. You will be responsible for the smooth operation of the branch by maintaining the internal database and website, also processing client documentation to ensure the integrity of their accounts. When required, you will be tasked with reviewing and executing trades, confirming compliance and the appropriate documentation is in place. You will use your advanced communication skills to interface between internal departments and teams, maintaining confidential records and handling client calls.
What you'll need to succeed
To be considered for this role you will have a passion for the brokerage industry and a minimum of 1 years' experience in a similar role, ideally supporting a senior advisor or their team. It is essential you hold your CSC license, and ideally your CPH license; candidates without their CPH license will need to complete this within a set time frame of being employed. You will be a professional and hardworking individual, with the proven ability to communicate with stakeholders and clients at all levels of the business. The ability to work in a fast paced and ever changing environment is imperative, as is the ability to organise yourself and work independently.
What you'll get in return
As a valued member of the team, in a company that recognises and rewards success, you can create progression opportunities for yourself. As a 'go-getter' within an entrepreneurial organisation there is always room for progression.
What you need to do now
Should you have the required experience and you hold a CSC license, please click the link to apply for this position. Only candidates with the stated experience will be considered and contacted.
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