Elevate your career with Raymond James in Toronto as a Client Relations Assistant. Ensure exceptional service and manage advisor support tasks efficiently.
The Investment Advisor Assistant will support financial advisors and the Branch Manager by maintaining effective office operations. This includes processing trades, handling client requests, and keeping documentation updated. A strong focus on customer satisfaction and the ability to prioritize tasks will be crucial for this role.
Key Responsibilities:
• Review and prepare reports and correspondence
• Process trades and manage transaction follow-ups
• Respond to client calls and maintain relationships
• Organize financial advisor calendars and documentation
• Perform essential office duties on a day-to-day basis
Requirements:
• Post-secondary education required
• CIRO IR License preferred or to be obtained
• Must have excellent MS Office proficiency
• Robust communication and customer service skills
• Detail-oriented with exceptional multitasking ability
Utilize your administrative abilities and contribute to great client service in a rewarding environment at Raymond James.
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📌 Client Relations Assistant at Raymond James (Toronto)
🏢 Raymond James
📍 Toronto