Elevate your career as a Licensed Financial Advisor Assistant with Raymond James. This role emphasizes client service, account administration, and team collaboration, making a significant impact on client relationships.

Raymond James is seeking a detail-oriented and self-motivated Financial Advisor Assistant. In this position, you will support a Financial Advisor by managing client communications and performing administrative tasks. Strong organizational and client service skills are essential as you navigate multiple responsibilities in a cooperative team setting.

Key Responsibilities:
• Build and maintain strong client relationships with prompt service
• Handle administrative tasks, including account openings and documentation
• Manage communications and respond to client inquiries efficiently




• Process transactions and ensure compliance with regulations
• Coordinate meetings and client presentations effectively

Requirements:
• Minimum two years of experience in the financial industry
• Proficiency in Microsoft Office and CRM systems
• Strong organizational and time management skills
• Familiarity with investment concepts and compliance regulations
• Professionalism and discretion in handling confidential information

Become a pivotal part of client success at Raymond James while showcasing your client service and administrative expertise.
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📌 Financial Advisor Assistant at Raymond James (Ontario)
🏢 Raymond James Financial
📍 Ontario