Investment Advisor Assistant

Gentai Financial Group - Metro Vancouver Regional District, BC (30+ days ago)

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Company Introduction

A fast growing Mortgage Investment Corporation (MIC) was formed in 2012 to provide investors an opportunity to invest in mortgages and generate attractive returns by participating in mortgage investments. The fund has witnessed aggressive growth. Since the mortgage fund was founded 8 years ago, we have been achieving a stable and high return (8.24% - 8.35%) each year. We have won the trust of more and more investors. Up to now, the fund enjoys a national presence as a brand with 22 full-time employees in 5 professional management departments, managing an asset of $150 million and a mortgage portfolio of $144 million. We are adding highly driven and motivated individuals to Gentai family.

Gentai Asset Management Corp. is an exempt market dealer (“EMD”) registered with the Alberta Securities Commission, the British Columbia Securities Commission and the Ontario Securities Commission, providing investment opportunities in private and public issuers to qualified investors.

Gentai Culture: A team of loyal and steadfast people is striving to accomplish a challenging but meaningful task, achieving our mission to become one of the biggest MIC in Canada based on value of Integrity, passion and excellence.

About the Position

We are seeking an Dealing Representative Assistant to join Gentai family. Your role is to prepare client account documentation and process transactional activities. You employ processes and workflows that deliver consistent and accurate results. You will play an integral role in providing exceptional client service through effective communication, accountability, and teamwork.

Job Description:

  • Prepare and process client documentation including account applications, transfer forms
  • Providing services and preparing paperwork for Investment Relationship Manager
  • Recording purchases and sales, clerical duties, correspondence
  • Ensure all trades and documents are met to compliance standards
  • Handle all types of client accounts including Registered & Non-Registered accounts
  • Prepare Private Placements for all subscribers and meeting the deadline on a timely manner
  • Customer service duties for multiple relationship managers and their clients
  • Process administrative requests including asset transfers, registered plan transactions, banking, and client reporting
  • Client Systems update and maintenance
  • Assist other team members as required
  • Other assigned duties


  • At least 2 financial or accounting or similar industry experience
  • Bilingual, fluent in both English and Mandarin is a must
  • Post secondary education, related field-finance or accounting background is preferred
  • You are ambitious, your career is your priority
  • High degree of integrity, accountability, and professionalism
  • Completion of CSC or will be after joining Gentai
  • Excellent interpersonal and communication skills including verbal and written
  • Demonstrate a meticulous attention to detail and a high degree of accuracy
  • Results driven approach to all responsibilities with a strong follow through
  • Proficiency with Microsoft Office

Gentai provides a career progression path. The firm will offer training to successful and willing candidates who want to become investment relationship manager.

Please forward a cover letter and resume when apply.

Salary is commensurate with experience.

All inquiries will be kept confidential. Only qualified applicants will be contacted.

Job Type: Full-time

Location: Richmond.

Job Types: Full-time, Permanent


  • Company Events
  • Dental Care
  • Disability Insurance
  • Extended Health Care
  • Life Insurance
  • On-site Parking
  • Paid Time Off
  • RRSP Match
  • Tuition Reimbursement
  • Vision Care


  • customer service: 1 year (Required)


  • Bachelor's Degree (Required)


  • CSC (Preferred)


  • Mandarin & English (Required)

Work remotely:

  • No