Elevate client care with Strong Private Wealth as an Assistant in Burlington, ON. This role prioritizes outstanding client support and meticulous attention to detail in a cooperative environment.

At Raymond James Ltd., we seek a motivated professional dedicated to enhancing the client experience. The ideal candidate will have experience in financial services, alongside robust organizational and communication skills. Your responsibility will include managing client onboarding and correspondence, ensuring high standards of professionalism and service.

Key Responsibilities:
• Administer the client onboarding process efficiently
• Manage and maintain client information and updates
• Prepare accurate qualified correspondence and documents




• Respond promptly to client information requests
• Coordinate our Life Well Invested® Client Experience Program

Requirements:
• Minimum 2 years of relevant administrative experience
• Proficiency in Microsoft Office tools
• Strong organizational and time-management skills
• Ability to manage multiple tasks in a quick-paced environment
• Excellent verbal and written communication skills

Support client relationships with exceptional service and dedication at Strong Private Wealth in Burlington.
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📌 Wealth Management Assistant Burlington Ontario (Canada)
🏢 Raymond James
📍 Canada