In this role, you are part of our team and work closely with the Portfolio Manager. As an Investment Assistant, you will assist the Portfolio Manager in the daily operations of the business. You will also assist the Portfolio Manager in acquiring new business and establishing/maintaining relationships with private clients.
Your Responsibilities
- Serve as the primary contact for the Portfolio Manager, facilitating communications and coordinating efforts with both internal and external stakeholders
- Manage the Portfolio Manager’s calendar effectively by prioritizing appointments and diplomatically resolving scheduling conflicts
- Deliver outstanding private client service by responding to inquiries, updating client files as needed, and preparing various reports
- Support business development activities and coordinate business events
- Assist the Portfolio Manager in constructing model investment portfolios
Requirements
- University degree or college diploma in Marketing or Business Administration
- Sales experience in the investment/financial services industry is preferred
- Self-motivated, with a strong work ethic, and attention to detail
Job Type: Part-time
Pay: $20.00-$25.00 per hour
Work Location: Hybrid remote in Markham, ON L3R 0M3
