Join Strong Private Wealth in Burlington, ON as an Assistant, focusing on delivering exceptional client experiences.

Your role includes administrative support in a skilled 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.

📌 Assistant Role at Raymond James (Burlington)
🏢 Raymond James
📍 Burlington