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Title

Virtual Assistant 

Division WIS  
Position Virtual Assistant  
Location Western International Securities  
Full-Time/Part-Time Full-Time  
Description

RESPONSIBILITES AND DUTIES:

  • Support a registered advisor and provided daily client support
  • Collect research reports from various sources online then send reports to certain clients per subscriptions
  • Carry out all responsibilites in an honest, ethical and professional manner.
  • Ability to analyze complex data and develop innovative reccomendations and solutions
  • Excellent planning, organizing, and project management skills
  • Good verbal and written skills
 
Position Requirements

QUALIFICATIONS:

  • Equivalent of Bachelor's Degree and 3+ years progressively responsible, related background; strong understanding of securities industry
  • Sales Assistant experienece is preferred or equivalent back office processing experience
  • Series 7 and/or 99 preferred but not mandatory
  • Proficient in Microsoft Office Suite
 

This position is currently accepting applications.

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