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.

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