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Junior Investor Associate

by Express Employment Professionals

Location: London, Ontario
Date Posted: Oct 28, 2016
Express Employment Professionals
Express Employment Professionals

Job Description

Our client in London, Ontario is currently seeking a full-time Junior Investor Associate on a permanent basis. In this role the individual will be responsible for providing administrative and trading support to the financial consultant.

Duties: (may include and not limited to)
 
  • Report to financial consultant
  • Administrative support to the office
  • Completing correspondence with clients on behalf of the financial consultant upselling when opportunities arise  
  • Support for service and client relationship activities
  • Composition of letters, reports and assembling documentation for accounts
  • Trading support and tracking of accounts as required by the financial consultant
  • Maintain MS Excel and Access databases
  • Utilize content management software
  • Other general administrative duties as required

Requirements:
  • Minimum of a 2 year College diploma in business, management or finance
  • Investors License is preferred or the willingness to obtain
  • Minimum of 1-2 years of experience in an administrative or insurance related position
  • Advanced skills with Microsoft office including Excel and Access
  • Strong self-motivational skills
  • Exceptional verbal and written communication skills
  • Strong analytical and problem solving abilities, independent thinker
  • Advanced organization, prioritization and multi-tasking skills
  • Exceptional customer service skills, interpersonal skills and leadership skills
 
We are looking for someone who is willing to learn, has a 'do what it takes' attitude, who can 'role with the punches' and perform well in the world of high finance.
 
Compensation: 12.50/Hour – Goal is to get experience and then move into commission based compensation package
 
To Apply:
 
In Person at 300 Dundas Street, 2nd Floor
Email: Jobs.LondonON@expresspros.com
OR Online: http://apply.expresspros.com/
OR Fax: 519-672-7694
 
Please indicate “Junior Investor Associate” in the subject line of your email.
 
 
Express Employment Professionals
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Job Location

London, Ontario

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