Experience growth in a client-centric role at Raymond James as a Licensed Financial Advisor Assistant. Focus on account management, administrative support, and building lasting client relationships.

As a Financial Advisor Assistant, you will play a crucial role in supporting a Financial Advisor and enhancing client experiences. This position is ideal for candidates with a proactive attitude and exceptional detail-oriented skills. You'll collaborate with a dedicated team while handling various responsibilities to ensure client satisfaction and compliance with regulatory requirements.

Key Responsibilities:



• Provide excellent client service and foster strong relationships • Support trade-related needs through effective communication • Oversee account administration and client documentation • Process important security transactions and cash management • Lead tax reporting activities and marketing initiatives

Requirements: • Two years of relevant financial industry experience • Knowledge of investment practices and account administration • Solid written and verbal communication skills • Proficient in Microsoft Office and CRM tools • Commitment to professionalism and confidentiality

Bring your skills in client service and administration to make a difference at Raymond James. #J-18808-Ljbffr

📌 Licensed Financial Advisor Assistant Role (Winnipeg)
🏢 Raymond James Financial
📍 Winnipeg