Enhance your career as a Sales Assistant at Raymond James, a frontrunner in investment solutions, focusing on client relations and internal operations.
This pivotal Sales Assistant role at Raymond James supports a high-performing team while managing substantial client assets. You will be responsible for ensuring excellent client engagement, processing trades, and maintaining essential documentation to run the practice effectively and efficiently.
Key Responsibilities:
• Cultivate client relationships with responsive solutions
• Answer calls and manage information requests
• Organize appointments and prepare materials
• Process trades and oversee cash management tasks
• Assist in client marketing activities and events
Requirements:
• Robust grasp of investment and securities principles
• Experience in account management and administrative roles
• Knowledge of compliance practices
• Familiarity with social media and digital marketing tools
• Post-secondary education or equivalent industry experience
Join the dedicated team at Raymond James to support clients and grow into an Associate role within two to three years.
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📌 Supportive Sales Assistant Position (Nanaimo)
🏢 Raymond James Financial
📍 Nanaimo