Investment Advisor Assistant

Location: Vancouver, BC (mostly in the office downtown, with occasional work from home allowed)

Qualified candidates should forward a resume to Patricia Foster at [email protected].

Job Description:

We are seeking a skilled administrative assistant to Registered Investment Advisors for our Vancouver office. In this role, you will be responsible for assisting a fast-paced brokerage firm nestled in the heart of Vancouver with day-to-day administrative tasks in its retail department and learn from successful advisors focused on delivering investment guidance and services to high-net-worth individuals and families.

The ideal candidate has polished organizational skills and is self-motivated with an excellent, “can-do” work ethic.

Key Responsibilities:

• Prepare materials and coordinate logistics for client meetings
• Respond to client inquiries on administrative questions
• Follow up with prospective clients and clients on active inquiries
• Ensure client accounts are processed accurately including account opening/closing and transfers
• Assist with client outreach including email, correspondence, and telephone communication
• Various aspects of general administration
• Communicate with head office associates on compliance and operations matters
• Maintain a current understanding of the regulatory landscape

Your Skills:

• Work well both individually and as part of a team
• Skilled in Microsoft Office 10
• Quick learner adept to grasping new technologies and processes
• Organized, focused and capable of working under tight deadlines
• Must have excellent communication skills, driven to deliver client service excellence
• Strong analytical and resolution skills

Your Qualifications:

• Post-secondary education in a finance/business related discipline, or equivalent work experience (within the brokerage industry is preferred but not mandatory)
• 2 years of experience in a general administrative setting

This is an immediate hire position and therefore, only candidates already domiciled in the Greater Vancouver Area and legally able to work in Canada will be considered.

Compensation to be commensurate with experience. Probation period of 6 months.

Qualified candidates should forward a resume to Patricia Foster at [email protected].

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

About Research Capital Corporation

In 1921, Research Capital Corporation was formed into what is today, one of Canada’s largest, independent, full-service investment firms. From the pre-boom markets of the early 20s through the crash of ’29, Research Capital Corporation has demonstrated that our innovative, entrepreneurial formula has created a successful model for brokers in the industry, weathering even the most challenging market conditions.