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 - Solid 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.#J-18808-Ljbffr

📌 Administrative Assistant In Wealth Management Winnipeg
🏢 Raymond James
📍 Winnipeg