Thom Connolly, Equity Associates Inc. Administrative Assistant, Investments Part Time in Guelph, ON

Overview

Thom Connolly, Equity Associates Inc.

Branch Guelph ON CA

Position:
Administrative Assistant, Investments
Location:
Guelph, ON

A complete understanding of procedures relating to mutual funds, trades, investments, and compliance protocol is an asset….

Position Summary:

• The primary focus of this position is to provide a wide array of administrative support; inclusive of assisting the Investment Broker with client account management and inquiries, account status updates, withdrawal requests, and account changes.
• This is a highly-regulated position that requires strict attention to detail and the ability to open a file and see it through to completion.
• Follow up with Third Party companies for accuracy of client account requirements.
• This is a part-time position working 24 – 30 hours per week.

Skill and Experience Requirements:

• A complete understanding of procedures relating to mutual funds, trades, investments, and compliance protocol is an asset.
• Post-secondary education, or equivalent work experience
• Ability to meet deadlines and work efficiently under pressure, while paying strong attention to detail.
• Strong analytical, problem solving, and critical thinking skills, with the specific ability to view work from all possible outlooks to ensure diligence and accuracy.
• Outstanding administrative and organizational skills.
• Self-motivated and self-starter with a positive attitude.
• Proficient computer skills and the ability to learn new systems quickly.
• Ability to work independently and adapt to multiple priorities in a fast-paced environment.

Job Type: Part-time