Financial Advisor Assistant

Financial Advisor Assistant role at Raymond James Ltd. involves preparing reports, handling client correspondence, processing transactions, and maintaining client relationships.

Requirements

• Minimum 2 years investment industry experience
• Post-secondary education
• Excellent proficiency with MS Office particularly Word, Excel and Outlook
• Experience with Dataphile, Croesus and Thomson Reuters is an asset
• Excellent verbal and written communication skills
• Ability to work in a team environment and demonstrate a professional and friendly manner
• Superior customer service skills
• Meticulous attention to detail
• Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up
• Strong organizational skills
• Superior problem solving skills
• CIRO IR Licensed preferred
• Ability to work within deadlines in a high-volume, pressure-oriented environment
• Ability to effectively handle confidential information

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement