Investment Advisor Assistant at Haywood Securities

Become a trusted Investment Advisor Assistant with Haywood Securities in Vancouver. This hybrid role requires expertise in transactional capital markets and a dedication to high-quality client service.
Haywood Securities is searching for a seasoned Licensed Investment Advisor Assistant to support two Investment Advisors dedicated to retail and institutional clients. This is a pivotal career opportunity for individuals skilled in communication, organization, and capital market knowledge. The environment is fast-paced and relational; ideal for someone committed to building enduring client connections.
Key Responsibilities:
• Serve as primary contact for client inquiries and documentation requests
• Provide operational and administrative support to Investment Advisors
• Manage trade execution and compliance documentation
• Maintain client record accuracy in CRM systems
• Prepare reports and meeting materials as requested
Requirements:
• Completion of Canadian Se...