Elevate client service in a hybrid role at Raymond James Independent Financial Services as a Senior Wealth Advisor Assistant in Downtown Toronto. Support advisors, manage operations, and enhance processes daily.

This position with Raymond James calls for an experienced administrative skilled ready to enhance branch operations. You will act as a vital support resource for Financial Advisors, handling a variety of tasks including account management and client interactions. The role emphasizes technical skills, proactive communication, and operational excellence.

Key Responsibilities:
• Provide administrative support to Financial Advisors and Portfolio Managers
• Manage scheduling and client meeting follow-ups
• Ensure accurate documentation for compliance and account management




• Assist in organizing client events and marketing initiatives
• Utilize CRM systems for client relationship management

Requirements:
• At least 4 years in financial services or wealth management
• Degree or equivalent experience required
• Proficient in Microsoft Office and Dataphile
• Solid understanding of KYC and account processes
• Completed relevant industry licensing like CSC

Contribute to high-level service, operational leadership, and customer satisfaction at Raymond James in Toronto.
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📌 Senior Assistant For Wealth Advisors Ontario
🏢 Raymond James
📍 Ontario