Job Duty:
1.Preparing and maintaining new and existing customer files
2.Sending all required documentation and communication to SSI Compliance, including documentation
3.Preparing mailing lists and sending customer correspondence
Education Qualification and other Requirements:
1.Post-secondary education in Business or office adminsitration or related field would be an asset
2.Experience working in an investment sales/financial planning environment would be considered an asset
3.Detail oriented
4.Strong communication – both written and verbal
5.Motivated to grow within the industry
6.Entrepreneurial mindset
7.Second language an asset but not required
