Join Raymond James Ltd as an Administrative Assistant in the Wealth Management practice, focusing on client service and organizational support in a professional setting.

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. #J-18808-Ljbffr

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