First Asset is an independent Canadian investment management company focused on delivering superior risk-adjusted investment returns to Canadian investors and their investment advisors. Founded in 1996, First Asset is a leading manager of ETFs, mutual funds, and closed end funds in Canada.

Communicating the story of publicly traded companies to the professionals of the financial markets. Building strategic investor relationships is crucial to being the liaison between the public companies and their current and prospective shareholders,

Conducted a Marketing Campaign consisting of Telemarketing. Conducted market research of varies area within the GTA to find accurate target markets. Worked as part of a team, executing a specific script in a certain sales approach to qualify prospect clients. Then performed secondary administrative support for pitch and proposal for marketing strategies. Prepared and assembled marketing packages including; brochures, letters, business cards, and suggested products on the market. Worked closely… Show more Conducted a Marketing Campaign consisting of Telemarketing. Conducted market research of varies area within the GTA to find accurate target markets. Worked as part of a team, executing a specific script in a certain sales approach to qualify prospect clients. Then performed secondary administrative support for pitch and proposal for marketing strategies. Prepared and assembled marketing packages including; brochures, letters, business cards, and suggested products on the market. Worked closely with Investment Advisors weekly, listening to phone recordings, evaluating, practicing sales pitch. Record and update targets and sales forecasts, organize and administer marketing campaigns. Show less

Assisted with daily banking transactions: deposits, wire transfers, payments, issued bankcards and drafts.Provided advice to clients on banking plans to match their needs. Promoted Mosaik MasterCard, specific bank accounts and investment / financial planning support to meet customer needs. While consistently maintaining accurate balances.

Greeted customers by telephone, took messages and booked appointmentsCommunicated with customers regarding Accounts Payable and communicated with suppliers regarding Accounts Receivable Filed customers profiles and projects that were completedUtilized Excel for budgeting, Word for creating letters, and Quickbooks PRO for Invoicing