About this role
Job Description
Investment Services Specialist
Build your career in the banking industry within a dynamic professional environment where you will support investment advisors and contribute to delivering an exceptional client experience. Enjoy a permanent full-time position with comprehensive benefits, a generous paid time off program, and a collaborative on-site work environment.
What is in it for you
? Annual salary of 65K-75K.
? Permanent daytime position.
? 37.5-hour work week.
? On-site work, 5 days per week.
? Start time of 8:00 am, 8:30 am, or 9:00 am, depending on team needs.
? Comprehensive benefits package.
? Retirement plan after 6 months of service.
? Employee share ownership program.
? Employee wellness program.
? Access to TELUS Health services.
? 16 vacation days per year.
? 5 personal days.
? 10 paid sick days.
? Reimbursement of job-related training expenses.
Responsibilities
? Deliver exceptional client service by supporting one or more investment advisors with periodic client portfolio reviews to validate client needs, risk profiles, and applicable investment programs.
? Gather research and product information from internal and external sources.
? Process client transactions according to client or advisor instructions.
? Maintain current knowledge of regulations and trading activities applicable to client accounts.
? Follow up with clients regarding outstanding regulatory documentation.
? Maintain accurate client records and information in the appropriate systems.
? Review daily transactions and data entries to ensure accuracy and timely processing.
? Respond promptly to client inquiries, resolve issues, process transactions accurately, and escalate matters when required.
? Issue instructions for withdrawals, deposits, swaps, and transfers in accordance with client or advisor directions.
? Accurately document all client interactions.
? Understand the documentation requirements for various client account types.
? Support marketing initiatives by identifying opportunities to gather additional assets or increase revenue from existing clients.
? Assist with the organization of client events, including seminars, conferences, and appreciation events.
? Maintain or coordinate electronic marketing activities.
? Manage the approval process for marketing communications and mass mailings.
? Support business growth by reviewing restricted accounts, monitoring commissions and payouts, and participating in the Bank referral process.
? Prepare, analyze, and present reports, recommendations, financial plans or concepts, insurance proposals, and annual transaction summaries for advisor review.
? Recommend improvements to operational processes, client value creation, and the effective use of specialist teams.
? Build effective working relationships with team members and internal partners.
? Actively participate in team meetings, share knowledge, and contribute to the development of team members.
? Perform all duties in compliance with applicable regulations, internal policies and procedures, compliance requirements, and risk management practices.
What you will need to succeed
? Postsecondary diploma.
? Meet all applicable educat