29 Aug
|
Raymond James Financial
|
Winnipeg
29 Aug
Raymond James Financial
Winnipeg
Become an integral part of Strong Private Wealth’s wealth management team in Burlington, ON as a Contract Assistant. Manage client onboarding, maintain client records, and ensure exceptional service delivery.
This role supports your professional growth while you provide high-level administrative assistance within a collaborative team. You will be responsible for creating outstanding client experiences by effectively managing communications and documentation in this one-year contract position.
Key Responsibilities: • Administer the client onboarding process thoroughly • Maintain and manage client information accurately • Prepare professional correspondence and documentation • Respond to client requests in a timely manner • Collaborate across departments to facilitate operations
Requirements: • At least 2 years of administrative experience • Proficient in Microsoft Office Suite • Strong attention to detail and accuracy • Ability to prioritize multiple responsibilities • Professional demeanor with solid communication skills
Leverage your organizational expertise and passion for client service to help advance Strong Private Wealth’s mission. #J-18808-Ljbffr
📌 Burlington Contract Assistant Role (Winnipeg)
🏢 Raymond James Financial
📍 Winnipeg