Job Description
Overview
We are seeking a detail-oriented Executive Assistant for Securities Trading and Portfolio Reporting Specialist to join our financial services team. This role offers an exciting opportunity to work within a small but dynamic investment environment, supporting trading activities and providing comprehensive portfolio reports. The ideal candidate must possess strong knowledge of Excel and how to work spread-sheets, speak English and have good communication skills. However, candidate does NOT need stock-market or portfolio management experience; this role is administrative and can be taught.
Responsibilities
Monitor and execute securities trades in accordance with investment strategies and compliance guidelines
Prepare detailed portfolio reports on a monthly basis
Place trades with European private banks and US Brokers
Maintain accurate records of all trading activities and portfolio transactions
Secretarial tasks include answering phones, running small errands in office area
Excellent attention to detail and organizational skills
Familiarity with relevant financial software and reporting tools (e.g. EXCEL)
Pay: From $45,000.00 per year
Benefits:
Casual dress
On-site parking
Paid time off
Work Location: In person
We are seeking a detail-oriented Executive Assistant for Securities Trading and Portfolio Reporting Specialist to join our financial services team. This role offers an exciting opportunity to work within a small but dynamic investment environment, supporting trading activities and providing comprehensive portfolio reports. The ideal candidate must possess strong knowledge of Excel and how to work spread-sheets, speak English and have good communication skills. However, candidate does NOT need stock-market or portfolio management experience; this role is administrative and can be taught.
Responsibilities
Monitor and execute securities trades in accordance with investment strategies and compliance guidelines
Prepare detailed portfolio reports on a monthly basis
Place trades with European private banks and US Brokers
Maintain accurate records of all trading activities and portfolio transactions
Secretarial tasks include answering phones, running small errands in office area
Excellent attention to detail and organizational skills
Familiarity with relevant financial software and reporting tools (e.g. EXCEL)
Pay: From $45,000.00 per year
Benefits:
Casual dress
On-site parking
Paid time off
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Executive Assistant for Securities Trading and Portfolio Reporting position is now open for candidates interested in the Helper Jobs sector. This role in Westmount offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.