imranm
04-25-2016, 07:26 AM
Licensed Sales Assistant
Acumen Capital Partners, a Calgary based boutique wealth management firm, has an opening for a Licensed Sales Assistant to join one of our top producing advisor teams. This role supports the
success and growth of the Investment Advisors by organizing and monitoring accounts, placing trades, preparing required documentation, meeting with clients, supporting compliance
requirements and maintaining an effective and efficient work environment.
The incumbent must be detail oriented, and able to work independently as well as in a team. Superior time management and organization ability is required as additional responsibilities include
maintaining a client database, reviewing transactions and providing client service through taking and placing trade orders as required. A personable approach and demonstrated ability to build rapport and strong client relationships is essential.
Education & Experience Requirements:
- Licensed as an Investment Representative
- A minimum (2) two years in the financial industry is required
- A solid understanding of Canadian and US Equity markets
- Superior Email and Calendar and Time Management skills
The successful candidate will create a client focused experience with strong verbal and written communication skills that capture the professional presence and client first culture of our
organization.
To apply for this opportunity, please email your resume to [email protected] .
We thank all candidates for their interest; however only those selected for further consideration will be contacted.
For more information about Acumen Capital Partners visit our website: www.acumencapital.com.
Feel free to PM with any questions!
Acumen Capital Partners, a Calgary based boutique wealth management firm, has an opening for a Licensed Sales Assistant to join one of our top producing advisor teams. This role supports the
success and growth of the Investment Advisors by organizing and monitoring accounts, placing trades, preparing required documentation, meeting with clients, supporting compliance
requirements and maintaining an effective and efficient work environment.
The incumbent must be detail oriented, and able to work independently as well as in a team. Superior time management and organization ability is required as additional responsibilities include
maintaining a client database, reviewing transactions and providing client service through taking and placing trade orders as required. A personable approach and demonstrated ability to build rapport and strong client relationships is essential.
Education & Experience Requirements:
- Licensed as an Investment Representative
- A minimum (2) two years in the financial industry is required
- A solid understanding of Canadian and US Equity markets
- Superior Email and Calendar and Time Management skills
The successful candidate will create a client focused experience with strong verbal and written communication skills that capture the professional presence and client first culture of our
organization.
To apply for this opportunity, please email your resume to [email protected] .
We thank all candidates for their interest; however only those selected for further consideration will be contacted.
For more information about Acumen Capital Partners visit our website: www.acumencapital.com.
Feel free to PM with any questions!