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 robust 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 (Toronto)
🏢 Raymond James Financial
📍 Toronto