Financial Advisor Assistant

Raymond James Independent Financial Services is seeking a full-time Financial Advisor Assistant to work in our Calgary Office. The successful candidate will assist Financial Advisors in the branch, providing excellent client service.

Requirements

• Account documentation management
• Account openings – confirming with the client, following through with signatures, and processing with back office
• Ensuring all clients’ accounts are up to date
• Executing client trades with utmost accuracy and ensuring timely settlement
• Client communication – daily, by telephone and written communication
• Administrating account statements – monthly, by email
• Commission reconciliation and interest rate calculations
• Liaising with corporate back office to complete client inquiries and requests
• Anticipating and identifying potential complications and finding appropriate solutions
• Depositing client cheques
• Monthly reporting to the team