Raymond James Financial
Raymond James Wealth Advisor Assistant Role
Job Description
Become a Wealth Advisor Assistant at Raymond James, leveraging your organizational skills and customer service expertise to support high-quality financial services.
As a crucial team member, this role will have you managing various tasks needed for efficient wealth advisory operations. You will respond to client requests, oversee documentation, and assist during high-traffic tax periods. Your engaging communication and multitasking abilities will shine as you help onboard clients and promote marketing initiatives within your team.
Key Responsibilities:
• Provide friendly responses to client inquiries
• Assist in booking and preparing client meetings
• Oversee paperwork for account openings and changes
• Collaborate with tax professionals during tax reporting
• Engage in social media and marketing communications
Requirements:
• Post-secondary education necessary
• Must achieve IR licensing within one year
As a crucial team member, this role will have you managing various tasks needed for efficient wealth advisory operations. You will respond to client requests, oversee documentation, and assist during high-traffic tax periods. Your engaging communication and multitasking abilities will shine as you help onboard clients and promote marketing initiatives within your team.
Key Responsibilities:
• Provide friendly responses to client inquiries
• Assist in booking and preparing client meetings
• Oversee paperwork for account openings and changes
• Collaborate with tax professionals during tax reporting
• Engage in social media and marketing communications
Requirements:
• Post-secondary education necessary
• Must achieve IR licensing within one year