Join Robust Private Wealth in Burlington, ON as an Assistant, focusing on delivering exceptional client experiences. Your role includes administrative support in a professional and nurturing environment.
Raymond James Ltd. is looking for a detail-oriented professional with experience in the investment industry. The successful candidate will be proactive, self-motivated, and possess excellent interpersonal skills. Responsibilities include managing client onboarding and maintaining accurate client information to ensure seamless service delivery.
Key Responsibilities:
• Oversee the client onboarding process
• Maintain and manage client information securely
• Generate professional reports and client documents




• Timely respond to client inquiries and requests
• Facilitate memorable client experiences through tailored services
Requirements:
• At least 2 years in an administrative role in financial services
• Advanced skills in Microsoft Office applications
• Excellent organizational and problem-solving abilities
• Strong communication and interpersonal skills
• Capacity to manage responsibilities independently and collaboratively
Drive exceptional client care and efficiency with Strong Private Wealth in Burlington, ON.
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📌 Assistant Role at Raymond James (Burlington)
🏢 Raymond James
📍 Burlington