Investment Advisor Assistant at Haywood Securities

Elevate your career as a Licensed Investment Advisor Assistant with Haywood Securities in Vancouver. Join a thriving advisory team, focusing on capital markets and delivering exceptional client service.
This pivotal role is designed for candidates with extensive experience in trading and transactional workflows. Support two Investment Advisors handling a global client base in mining, energy, and tech sectors. You will enable deal origination and market analysis while ensuring seamless operations through diligent administrative support and rapport building.
Key Responsibilities:
• Serve as primary point of contact for client inquiries and documentation requests
• Provide operational support to two Investment Advisors daily
• Manage trade execution, confirmations, and compliance documentation
• Update client records, CRM systems, and internal databases
• Prepare reports, summaries, and meeting materials for the advisory team
Requirements:
• Canadian Securities ...