Client Services Coordinator / Administrative Assistant
Raymond JamesWaterloo, Ontario, Canada
Posted January 15, 2026
Full Time
About the Company
BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high-quality financial guidance.
Job Description
BLA Private Wealth is seeking a Client Services Coordinator / Administrative Assistant to join their team. The ideal candidate has strong experience in financial services administration and is proactive, detail-oriented, and client-focused.
Requirements
- Minimum 2 years of office administration experience
- Investment Representative (IR) license is an asset
- Knowledge of wealth management products, compliance processes, and industry terminology is an asset
- Strong attention to detail, accuracy, and ability to manage sensitive client information confidentially
- Excellent communication skillsâboth written and verbal
- Proficiency with MS Office (Outlook, Word, Excel) and comfort learning new software platforms
- Ability to work full-time, in-office, with professionalism and reliability
- Social media posting and marketing skills are definite assets
Benefits
- Full-time position
- In-office role