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 initiativesRequirements:- Two years of relevant financial industry experience- Knowledge of investment practices and account administration- Robust written and verbal communication skills- Proficient in Microsoft Office and CRM tools- Commitment to professionalism and confidentialityBring your skills in client service and administration to make a difference at Raymond James.#J-18808-Ljbffr

📌 Financial Advisor Assistant At Ci Assante - C$50,000 - C$55,000 A Year (Winnipeg)
🏢 CI Financial
📍 Winnipeg