What you will do
- Implementation of investment accounts for new clients
- Maintain existing accounts through rebalancing and trade requests
- Support clients through advisement support, addressing service requests, tax analysis, and performance requests
- Liaise with Sales and Service Advisors
What you will bring
- Trading experience in a corporate environment
- Bachelor’s degree in business or finance, or equivalent experience
- Excellent operational, organizational, and follow-up skills, with the ability to manage and process complex operational work
- Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements
- Exceptional verbal, written, and listening communication skills
- Strong interpersonal skills; team-oriented and collaborative
- Demonstrated critical thinking skills when making decisions and solving problems using sound inclusive reasoning and judgement