Raymond James Ltd.
Raymond James Wealth Management Assistant
Job Description
Elevate your career with Raymond James as a Wealth Management Assistant in vibrant Toronto. Support financial advisors and enhance client interactions through effective office management.
In this role, you will ensure smooth office operations by entering trades, processing requests, and maintaining essential reports. The position demands someone with excellent communication skills and a customer-centric approach. Candidates should be detail-oriented and experienced in handling high-pressure situations.
Key Responsibilities:
• Support financial advisors with client requests
• Process trades and follow up on transactions
• Handle client correspondence and calls efficiently
• Prepare comprehensive reports and documentation
• Manage calendars and organize office tasks
Requirements:
• Relevant post-secondary education required
• Must achieve IR Licensing within the first year
• Proficiency in MS Office, p...
In this role, you will ensure smooth office operations by entering trades, processing requests, and maintaining essential reports. The position demands someone with excellent communication skills and a customer-centric approach. Candidates should be detail-oriented and experienced in handling high-pressure situations.
Key Responsibilities:
• Support financial advisors with client requests
• Process trades and follow up on transactions
• Handle client correspondence and calls efficiently
• Prepare comprehensive reports and documentation
• Manage calendars and organize office tasks
Requirements:
• Relevant post-secondary education required
• Must achieve IR Licensing within the first year
• Proficiency in MS Office, p...