Boost your career as an Investment Advisor Assistant with Raymond James Ltd. in Canada. Contribute to client relations and administrative operations within a dynamic 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 • Robust 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 (Winnipeg)
🏢 Raymond James Financial
📍 Winnipeg