Investment assistant
Alma, GA · On-site
As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through ...
Investment assistant
Alma, GA · On-site
As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through ...
CSI Investment Assistant II
Johnston, RI · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II
Johnston, RI · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II
Norwood, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II
Norwood, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
New
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
New
CSI Investment Assistant II - Cambridge, MA
Cambridge, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Cambridge, MA
Cambridge, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Cambridge, MA
Cambridge, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Cambridge, MA
Cambridge, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Cambridge, MA
Cambridge, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Cambridge, MA
Cambridge, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Cambridge, MA
Cambridge, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Cambridge, MA
Cambridge, MA · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Marlton, NJ
Marlton, NJ · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Marlton, NJ
Marlton, NJ · On-site
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Marlton, NJ
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Marlton, NJ
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Marlton, NJ
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
CSI Investment Assistant II - Marlton, NJ
$27.40 - $33.65/hr
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly ...
Investment Assistant information
See salary details
$25.5K - $29.5K
3% of jobs
$29.5K - $33.5K
4% of jobs
$36.1K is the 25th percentile. Wages below this are outliers.
$33.5K - $37.5K
27% of jobs
$37.5K - $41.5K
5% of jobs
$41.5K - $45.5K
5% of jobs
The median wage is $49.1K / yr.
$45.5K - $49.5K
5% of jobs
$49.5K - $53.5K
9% of jobs
$53.5K - $57.5K
13% of jobs
$58.3K is the 75th percentile. Wages above this are outliers.
$57.5K - $61.5K
13% of jobs
$61.5K - $65.5K
7% of jobs
$65.5K - $69.5K
7% of jobs
$25.5K
$48.7K
$69.5K
How much do investment assistant jobs pay per year?
As of May 30, 2026, the average yearly pay for investment assistant in the United States is $48,745.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $59,000.00 per year, depending on experience, location, and employer.
What does an Investment Assistant do?
An Investment Assistant provides administrative and analytical support to investment professionals, helping with research, portfolio management, and client communications. They assist in preparing reports, maintaining financial records, and ensuring compliance with regulatory requirements. Strong attention to detail, financial knowledge, and proficiency with investment tools are essential for success in this role.
What are the key skills and qualifications needed to thrive in the Investment Assistant position, and why are they important?
Excelling as an Investment Assistant requires strong analytical abilities, organizational skills, and a background in finance or business administration, often supported by a relevant degree. Familiarity with portfolio management software, financial modeling tools, and industry certifications such as the Series 7 or Series 63 licenses is beneficial. Excellent communication, attention to detail, and a proactive approach help professionals build productive relationships with clients and team members. These skills ensure efficient support for investment teams, precise transaction processing, and superior client service.
What are typical daily responsibilities for an Investment Assistant?
Investment Assistants typically support portfolio managers and advisors by preparing reports, handling client correspondence, processing investment transactions, and maintaining accurate records. The role often involves monitoring account activities, coordinating meetings, and researching market data to provide insights for investment decisions. You may also assist with compliance documentation and resolving routine client inquiries. Collaborating closely with both internal teams and external partners, you’ll play a vital part in ensuring smooth day-to-day operations in a fast-paced investment environment.
More about Investment Assistant jobs
What cities are hiring for Investment Assistant jobs? Cities with the most Investment Assistant job openings:
What are the most commonly searched types of Investment jobs? The most popular types of Investment jobs are:
What states have the most Investment Assistant jobs? States with the most job openings for Investment Assistant jobs include:
What job categories do people searching Investment Assistant jobs look for? The top searched job categories for Investment Assistant jobs are:
Full-time
Medical, Retirement, PTO
Posted 18 days ago
Job description
As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit's business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:
What we offer*
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
*Benefits apply based on eligibility criteria.
What you bring to the table
College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Trade Union (If applicable)
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)Unposting Date
2026-05-25