06 Sep
|
Raymond James Financial
|
Burlington
06 Sep
Raymond James Financial
Burlington
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 skilled 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
- Robust attention to detail and accuracy
- Ability to prioritize multiple responsibilities
- Professional demeanor with strong communication skills
Leverage your organizational expertise and passion for client service to help advance Strong Private Wealth’s mission.
📌 Burlington Contract Assistant Role
🏢 Raymond James Financial
📍 Burlington