You are a detail oriented person with experience in the Investment side of the business who will thrive in a small office entrepreneurial environment and enjoys keeping busy. You love computers, and are a wiz with MS Office. You know how to focus and work hard, either independently or within a group and simply get stuff done. You have a strong ability to work independently and “own” your work and projects, manage your time, and set priorities.

 

Key Accountabilities

Responsible for all investment and/or new business applications received. ensuring accurate completion of files and documents, reviewing all documents prior to submission

Data entry-all information processed and inputted into our back office system

Assisting advisors as necessary to provide training on our platform and feedback as cases progress 

Create contacts within various organization to assist in the process

Core Behavioural Competencies

Interpersonal skills-ability to communicate effectively and work as part of a team

Planning, Organizing and Coordinating

Customer Service-representing Daystar in a positive manner with all internal and external customers

Integrity and Trustworthiness

Education & Experience

1 to 2 years experience in the Financial industry specifically investments

A strong knowledge of MS Office

Completion or enrollment in Securities courses would be an asset

If this sounds like you, we want to meet you SOON! Please send your profile and cover letter detailing salary expectations and platforms you are familiar with in one attachment by email to: Kathleen@daystar-financial.com and please quote competition number 13 in the subject line.