Information technology (IT) analyst

Job Description Senior Investment Specialist Build your career in the banking industry within a dynamic professional environment where you will support investment advisors and contribute to delivering an exceptional client experience. Enjoy a permanent full-time position with comprehensive benefits, a generous paid time off program, and a collaborative on-site work environment. What is in it for you: ? Annual salary of 75K-85K. ? Permanent daytime position. ? 37.5-hour work week. ? On-site work, 5 days per week. ? Start time of 8:00 am, 8:30 am, or 9:00 am, depending on team needs. ? Comprehensive benefits package. ? Retirement plan after 6 months of service. ? Employee share ownership program. ? Employee wellness program. ? Access to TELUS Health services. ? 16 vacation days per year. ? 5 personal days. ? 10 paid sick days. ? Reimbursement of job-related training expenses. Responsibilities: ? Deliver exceptional client service by supporting one or more investment advisors with periodic client portfolio reviews to validate client needs, risk profiles, and applicable investment programs. ? Gather research and product information from internal and external sources. ? Process client transactions according to client or advisor instructions. ? Maintain current knowledge of regulations and trading activities applicable to client accounts. ? Follow up with clients regarding outstanding regulatory documentation. ? Maintain accurate client records and information in the appropriate systems. ? Review daily transactions and data entries to ensure accuracy and timely processing. ? Respond promptly to client inquiries, resolve issues, process transactions accurately, and escalate matters when required. ? Issue instructions for withdrawals, deposits, swaps, and transfers in accordance with client or advisor directions. ? Accurately document all client interactions. ? Understand the documentation requirements for various client account types. ? Support marketing initiatives by identifying opportunities to gather additional assets or increase revenue from existing clients. ? Assist with the organization of client events, including seminars, conferences, and appreciation events. ? Maintain or coordinate electronic marketing activities. ? Manage the approval process for marketing communications and mass mailings. ? Support business growth by reviewing restricted accounts, monitoring commissions and payouts, and participating in the Bank referral process. ? Prepare, analyze, and present reports, recommendations, financial plans or concepts, insurance proposals, and annual transaction summaries for advisor review. ? Recommend improvements to operational processes, client value creation, and the effective use of specialist teams. ? Build effective working relationships with team members and internal partners. ? Actively participate in team meetings, share knowledge, and contribute to the development of team members. ? Perform all duties in compliance with applicable regulations, internal policies and procedures, compliance requirements, and risk management practices. What you will need to succeed: ? Postsecondary diploma. ? Meet all applicable educatio