[温哥华全职]知名投资公司Odlum Brown招投资助理
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Odlum Brown是BC省拥有超90年历史依然享负盛名的理财投资公司,总部在温哥华,在BC省5家城市均有办公室。Odlum Brown更被评为拥有“加拿大管理最佳公司”及拥有“加拿大最受欢迎的公司文化”。
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投资助理
主要工作内容
- Various aspects of general administration.
- Coordinating client account documentation and follow-through to account opening.
- Preparation and tracking of account transfers.
- Assistance with client outreach including e‐mail, client correspondence and telephone communication.
- Preparing daily, weekly and monthly reporting.
- Some executing of mutual fund, equity and fixed income trades.
- Tracking financial planning for clients.
- Preparing marketing materials.
加拿大·温哥华
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如果对以上岗位有兴趣,请添加文赢教育客服号“Win Man职业咨询”(wwacademy)进行申请吧!
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我们的团队:
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我们的雇主网络:
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版权声明:以上内容为用户推荐收藏至CareerEngine平台,其内容(含文字、图片、视频、音频等)及知识版权均属用户或用户转发自的第三方网站,如涉嫌侵权,请通知[email protected]进行信息删除。如需查看信息来源,请点击“查看原文”。如需洽谈其它事宜,请联系[email protected]。