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