Investment Operations Associate (Bilingual)
Core
Investigate operational issues, gather information, and develop solutions to provide high-quality service to Advisor clients.
Role type
Investment Operations Associate
Builds
Operational support and training for investment advisors
Domain
Financial Services / Investment Dealer
Deliverable
client delivery
Required skills
Bilingualism (French/English), client service, MS Office, problem-solving, procedural updates
Preferred skills
Industry certifications (CSC, CPH), training delivery
Technologies
Outlook, Word, Excel
Responsibilities
Support advisors with day-to-day inquiries regarding systems, compliance, trading, and estates; Provide training to advisors and their teams; Collaborate with other departments on complex issues; Work on procedural update projects; Assist management with ad-hoc priorities
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