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 collaborative team setting.

Key Responsibilities: • Build and maintain solid 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.

📌 Financial Advisor Assistant at Raymond James (Winnipeg)
🏢 Raymond James Financial
📍 Winnipeg