Job Description
- Client Service Coordinator/Administrative Assistant (2600667) Waterloo
- Lee IFS BLA Private Wealth | Raymond James Ltd. About BLA Private Wealth BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high-quality financial guidance. We are seeking a reliable, organized, and client-focused Client Services Coordinator / Administrative Assistant to join our team. This is a full time, in office role to ensure our office runs smoothly and our clients receive outstanding service at every touchpoint. The Client Services Coordinator supports the advisory team by managing administrative operations, completing account-related tasks, and serving as the first point of contact for clients. The ideal candidate has strong experience in financial services administration
- preferably within CIRO environment and brings a proactive, detail-oriented approach to daily tasks. Answer incoming phone calls and emails; Account Administration Prepare and submit one-time electronic fund transfers (EFTs), bank wires, and other client instructions. Assist with new account openings, updates, and documentation using dealer and custodial platforms. Complete cheque deposits and bank runs as needed to support daily operations. Office Operations Maintain office supplies, manage mail and courier deliveries, and keep client areas organized and presentable. Support general administrative processes, filing, document preparation, and record keeping.



Assist advisors with follow-up tasks, tracking outstanding items, and ensuring timely completion. Contribute to ongoing improvements in workflow, efficiency, and client service standards. Minimum of 2 years of office administration experience, preferably within the wealth management industry. Investment Representative (IR) license is an asset (not required but strongly preferred). Knowledge of wealth management products, compliance processes, and industry terminology is an asset. Strong attention to detail, accuracy, and the ability to manage sensitive client information confidentially. Proficiency with MS Office (Outlook, Word, Excel) and comfort with learning new software platforms. Must be able to work full time, in-office, with professionalism and reliability. Social media posting and marketing skills are definite assets. Highly organized, efficient, and comfortable managing multiple priorities. Team-oriented, adaptable, and proactive in supporting advisors and clients. We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. Should you require accommodation, please contact us using the above details and we will be happy to help. Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. #

📌 Client Service Coordinator/Administrative Assistant (Canada)
🏢 Raymond James Financial
📍 Canada