Boost your career as an Investment Advisor Assistant with Raymond James Ltd. in Canada. Contribute to client relations and administrative operations within a agile financial team.

This position supports a team of financial advisors and the Branch Manager by streamlining office management and client interactions. Ideal candidates are detail-oriented individuals, possessing effective time management skills and a proven dedication to customer service. Your role is crucial in strengthening client relationships and enhancing branch effectiveness.

Key Responsibilities:
• Prepare daily, monthly, and annual client reports
• Follow up on security transactions and manage transfers
• Conduct phone calls with clients for service requests




• Develop strong relationships through proactive communication
• Keep Financial Advisor calendars and files updated and organized

Requirements:
• Post-secondary education is a must
• CIRO IR License preferred, or willingness to secure it
• Proficient with MS Office applications, especially Excel
• Strong organizational and multitasking abilities
• Excellent communication, both oral and written

Utilize your administrative skills and knack for building relationships to thrive as part of the Raymond James Ltd. team.
#J-18808-Ljbffr

📌 Client Relations Assistant at Raymond James (Ontario)
🏢 Raymond James Financial
📍 Ontario