Join Raymond James Ltd as an Administrative Assistant in the Wealth Management practice, focusing on client service and organizational support in a professional environment. We are looking for detail-oriented and proactive candidates for our growing Wealth Management team. This role, suitable for both full-time and part time candidates, emphasizes exceptional service and relationship building.

Your responsibilities include managing client inquiries, scheduling appointments, and maintaining documentation. Key Responsibilities:

- Manage incoming calls and address client inquiries
- Schedule appointments and organize calendars
- Prepare reports and client correspondence
- Maintain client records and CRM details
- Support daily office administration tasks Requirements:
- 2+ years of administrative or customer service experience preferred
- Strong communication and organizational skills
- High attention to detail and ability to prioritize
- Experience in financial services is an asset
- Proficiency in handling multiple priorities independently Support our Wealth Management team with your organizational skills and commitment to client service at Raymond James Ltd.

📌 Administrative Assistant in Wealth Management (Victoria)
🏢 Raymond James
📍 Victoria