Join Strong Private Wealth in Burlington, ON as an Assistant, focusing on delivering exceptional client experiences. Your role includes administrative support in a professional and nurturing setting.

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 • Robust communication and interpersonal skills • Capacity to manage responsibilities independently and collaboratively

Drive exceptional client care and efficiency with Robust Private Wealth in Burlington, ON. #J-18808-Ljbffr

📌 Assistant Role At Raymond James Winnipeg (Canada)
🏢 Raymond James
📍 Canada