Experienced Series 7 Licensed Assistant

Yorktown Search Partners; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services practice is seeking a motivated Series 7 Licensed Assistant to join their supportive team. This role involves executing trades, client interactions, and preparation of financial documentation, with growth opportunities within the firm. If you're looking to break out of monotonous work, this position is tailored for you.

Benefits

Competitive compensation

Healthy bonus structure

Qualifications

• Must hold Series 7 and 66 (or 63 & 65) licenses.
• Skilled at prioritizing and completing tasks efficiently.

Responsibilities

• Execute trades and assist in developing financial plans.
• Work directly with clients to ensure excellent service.
• Prepare necessary documentation using checklists.

Skills

Excellent Communication Skills

Proficiency in Microsoft Applications

Time Management

Job description

Our client, a well-established Financial Services practice, is seeking a motivated and friendly Series 7 Licensed Assistant to join their team. If you're tired of monotonous workdays where your efforts go unnoticed, this is your chance to refresh, grow, and push the limits of your career. This opportunity offers a supportive environment where contributions are valued, growth is encouraged, and career advancement is within reach. If you're simply looking for a predictable, routine job, this isn't it!

Why Join Their Team? Our client offers competitive compensation and a healthy bonus structure that rewards outstanding and exceptional performance.

Key Qualifications:

• Excellent Communication Skills: Building and maintaining strong client relationships is essential.
• Proficiency in Microsoft Applications
• Time Management: You're skilled at prioritizing, meeting deadlines, and completing tasks accurately and efficiently.

Your Role:As a Series 7 Licensed Assistant, you will:

• Execute trades, provide research analysis, and assist in developing financial plans.
• Work directly with clients to ensure excellent service.
• Collaborate with a highly supportive team.
• Prepare necessary documentation, using checklists to ensure thoroughness.
• Follow up on tasks and ensure they are completed on time.
• Schedule appointments and help prepare for client meetings.
• Troubleshoot and resolve issues quickly while providing support where needed.

Note:Applicants must hold a Series 7 and 66 (or 63 & 65) license to be considered.