Licensed assistant ii
OttawaRandstad
...regulatory reviews.Account ManagementProcess account openings, transfers, and updates.Handle the submission of trade orders under the direction of the investment advisor.Monitor account activities to ensure timely and accurate execution of orders and instructions.Financial Planning SupportAssist the advisor in developing and [...]
Contract Type: Freelance
Category Banking, Insurance, Finance & Accountancy
30+ days ago in Randstad