Investment Advisor Assistant

HAYWOOD SECURITIES•Vancouver, BC

74d•Onsite

About The Position

Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the energy, mining, technology and special situation sectors. Haywood offers these investment opportunities to a select group of qualified investors in both the institutional and retail markets. Haywood is currently recruiting an Investment Advisor Assistant to join its Sales team. To be successful in this role, the successful candidate will be able to demonstrate their commitment to providing exceptional client service, attention to detail and a willingness to take on new responsibilities and challenges as they arise. The Investment Advisor Assistant position is the first and most important stepping stone into the front-end facing venture investing business, helping raise capital for exciting private and public businesses across Canada and globally.

Requirements

Office related experience required
Proficient in Microsoft Office Suite – Excel and Outlook
Proficient in data entry with excellent attention to detail required
Must be able to multi-task and manage multiple deadlines
Excellent written and verbal communication skills
Must be flexible with work schedule, hours may be varied
Proof of eligibility to work in Canada

Nice To Haves

Experience in financial industry an asset
Dataphile knowledge an asset
CSC completion an asset
Willingness to take Investment courses as requested by the Sales Team

Responsibilities

Greeting clients and handling client calls
Scheduling meetings and keeping calendar up to date
Managing client accounts
Handling all client paperwork and liaising with various departments as needed
Personal Assistant duties, including but not limited to; banking, handling dry cleaning, picking up lunch
Other administrative duties as required