Job Description
At Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Wealth Advisor Assistant
How does the role impact the organization? The candidate is a self‑motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time‑management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor and to the success of the Branch as a whole.
Responsibilities
- Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work
- Process and follow up on security transactions and transfers
- Handle...