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Investment Assistant - 3 Month Contract (Closed)

ARE YOU EXPERIENCED IN CLIENT DOCUMENTATION IN A FINANCIAL INSTITUTION? Our client is seeking an Investment Assistant to join for a 3 month contract.

Investment Assistant - 3 Month Contract

About the Opportunity

• Conduct the administration of investment products and services
• Answer clients' questions about the purposes and details of financial plans and strategies
• Provide professional quality service to clients
• Contact clients to obtain additional information to complete their requests
• Answer client inquiries regarding products, services, account positions and balances
• Resolve issues and report any discrepancies to supervisor/manager
• Provide input to development and achievement of team objectives
• Flexibility with work assignments and schedules
• Support account changes as per established guidelines and procedures
• Monitor and update current clients’ accounts as per Bank regulators’ compliance rules
• Proactively identify customer needs and offer appropriate solutions by learning about the Bank’s investing products and services and their applicability to customer/market situation

About You

• Experience in client documentation at a large investment company or financial institution
• Strong customer service values
• The ability to work in a fast-paced environment
• Excellent verbal communications skills
• Strong analytical, organizational and time management skills
• Experience of RIS, Salesforce or Broadridge is an asset
• Experience with Microsoft Suite (Excel, Word and Outlook)
• Completion of, or working toward, CSC and/or CPH is an asset

Pay Range
$14-$16/hour

How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please note that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #16412.

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.

About Lannick

Lannick is the premier professional recruitment and staffing firm in the Greater Toronto Area. Founded in 1985, Lannick provides best-in-class finance, accounting and technology professionals at all roles and levels through its three divisions: Lannick Finance & Accounting, Pro Count Staffing and Lannick Technology. Lannick places more than 1,000 candidates annually and is a preferred vendor for Canada’s most successful organizations. Learn more at www.lannick.com.

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