Enhance client services as a Licensed Sales Assistant at Raymond James. Play a vital role in managing trades and ensuring seamless communication between clients and financial advisors.Raymond James Ltd. offers an exciting prospect for a Licensed Sales Assistant. This role emphasizes client interaction, trade processing, and administrative support within the investment sector. Your organizational skills and attention to detail will ensure operations run smoothly and clients receive timely assistance.Key Responsibilities:Establish client rapport by addressing inquiries promptlyProcess client trades and maintain comprehensive recordsOrganize meetings and prepare necessary documentsManage correspondence and keep client files updatedCoordinate support for tax reporting and marketing effortsRequirements:At least 3 years in a finance-related roleKnowledge of investment procedures and client managementProficiency in Microsoft Office and relevant softwareStrong interpersonal and problem-solving abilitiesPreference for those with Investment Representative licensingJoin Raymond James to leverage your skills and contribute to client success as a Licensed Sales Assistant.

📌 Licensed Assistant For Financial Advisors (Edmonton)
🏢 Raymond James
📍 Edmonton