Licensed Investment Administrator required for a downtown financial advisory firm-private wealth management.

Must have IFIC or CSC license,
Must be able to review and maintain an accurate investment product knowledge for self and team.
Should possess strong verbal and written communications skills, high proficiency in MS Office, excellent customer service and interpersonal skills, and be able to work independently and as part of a team.
Must have excellent math skills and advanced MS Excel skills.

Responsibilities include transaction processing (including account opening), reviewing and preparing of required forms for meetings, analyzing statements and recommending transfer procedures for advisers, administering RESP accounts and other administrative and clerical duties as required.

TO APPLY:

If you have the skills and experience required for this position, please forward your resume to:

E-mail: jobs@marberg.com