Join Solid 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 qualified 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