Enhance client services as a Licensed Sales Assistant at Raymond James. Play a vital role in managing trades and ensuring seamless communication between clients and financial advisors.
Raymond James Ltd. offers an exciting chance for a Licensed Sales Assistant. This role emphasizes client interaction, trade processing, and administrative support within the investment sector. Your organizational skills and attention to detail will ensure operations run smoothly and clients receive timely assistance.
Key Responsibilities:
• Establish client rapport by addressing inquiries promptly
• Process client trades and maintain comprehensive records
• Organize meetings and prepare necessary documents
• Manage correspondence and keep client files updated




• Coordinate support for tax reporting and marketing efforts
Requirements:
• At least 3 years in a finance-related role
• Knowledge of investment procedures and client management
• Proficiency in Microsoft Office and relevant software
• Solid interpersonal and problem-solving abilities
• Preference for those with Investment Representative licensing
Join Raymond James to leverage your skills and contribute to client success as a Licensed Sales Assistant.
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📌 Licensed Assistant For Financial Advisors Edmonton
🏢 Raymond James
📍 Edmonton