Wealth Advisor Assistant

Wealth Advisor Assistant role at Raymond James Ltd. requires a self-motivated individual with exceptional administrative skills to assist a Financial Advisor and support client relationships. The role involves preparing reports, processing transactions, handling client inquiries, and maintaining files.

Requirements

• Post-secondary education
• IR Licensed or successful completion of Canadian Securities Course within 1 year of hire
• Excellent proficiency with MS Office
• Experience with Dataphile and FactSet is an asset
• Excellent verbal and written communication skills
• Ability to work in a team environment
• Superior customer service skills
• Meticulous attention to detail
• Self-starter attributes, motivated and hardworking
• Strong organizational skills
• Superior problem solving skills
• Ability to work within deadlines in a high-volume, pressure-oriented environment

Benefits

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