Enhance client experiences at Strong Private Wealth as an Investment Support Assistant in Burlington, ON. This role involves client onboarding, correspondence preparation, and CRM maintenance.
Become a vital part of the wealth management team at Raymond James Ltd. as an Assistant, where your organizational skills and attention to detail will shine. In this full-time contract position, you will support a high-performing team by managing client interactions and ensuring exceptional service. You’ll work in a collaborative setting that prioritizes qualified growth and development.
Key Responsibilities:
• Administer the client onboarding process efficiently
• Maintain and update client information consistently
• Prepare documentation and reports with precision




• Service daily client requests and ensure follow-up
• Collaborate with internal teams to resolve client requests
Requirements:
• Minimum 2 years of administrative experience
• Strong proficiency in Microsoft Office Suite
• Excellent organizational and problem-solving skills
• Ability to manage multiple deadlines
• Professional and service-oriented demeanor
Bring your administrative expertise and client-focused attitude to enhance Solid Private Wealth's reputation for exceptional service.
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📌 Investment Support Assistant Burlington (Canada)
🏢 Raymond James Financial
📍 Canada