Job Description

Get Started!

Accounting, Payroll and Finance > Investment Assistant

Salary National Average

Low Medium High
43060.0000 48810.0000 57730.0000

Supply and Demand

Candidate Supply: 2 Job Openings: 4

0 50 100

More Difficult Less Difficult

Salary Variance

Enter Province to view local salaries and candidate demand.

Short Description:

Resolve and respond to account-related client inquiries. Handle client service questions working with highly-sensitive material. Identify and take advantage of cross-selling opportunities and communication leads, answer and direct phone calls and maintain calendar as required.

Duties / Responsibilities:

  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Contact prospective customers to present information and explain available services.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Prepare forms or agreements to complete sales.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.
  • Evaluate costs and revenue of agreements to determine continued profitability.

Skills / Requirements / Qualifications

  • Active Listening: Giving full attention to what other people are saying, taking time to understand the points made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Economics and Accounting: Knowledge of economic and accounting principles, practices, financial markets, banking, and the analysis and reporting of financial data.
  • Law and Government: Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process
  • Mathematics: Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
  • Complex Problem Solving: Identifying complex problems and reviewing related information.

Job Zones

  • Education: Most of these occupations require a four-year bachelor's degree, but some do not.
  • Related Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. 
  • Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, or vocational training.
  • Job Zone Examples: Many of these occupations involve coordinating, supervising, managing, or training others.
  • Specific Vocational Preparation in years: (7.0 to < 8.0)

Share Role Details

Return to job listings