Enhance financial operations as an Investment Associate with LePoidevin Group in Vancouver. Focus on trade reconciliation and cash management while leveraging your analytical skills.
This position requires a detail-oriented individual with 1-2 years in wealth management. You will collaborate with portfolio managers, support trade execution, and monitor daily cash activities. Strong analytical capabilities and skillful management of multiple tasks will be vital for success in this role.
Key Responsibilities:
• Work closely with portfolio managers on trade reconciliation
• Prepare and validate trade allocation files efficiently
• Monitor cash balances and assist in executing trades
• Coordinate FX preparation for smooth currency conversions
• Ensure accuracy of trade files before submission
Requirements:
• 1-2 years of relevant experience in wealth management
• CIRO licensed as Investment Representative required
• Proficient in Microsoft Excel and MS Offi...