Overview
Licenses Wealth Assistant at Raymond James Jobs in Toronto, Canada at Raymond James Ltd.
Join Raymond James as a Licenses Wealth Assistant and make an impact in our Downtown Toronto branch. This senior administrative role focuses on supporting advisors and ensuring exceptional client service in a hybrid work setting.
As a Senior Branch Administrator, you will be a key player in the Bowes Wealth Management team, known for providing high-quality wealth management services. Your experience in the investment sector and your proactive nature will enable you to streamline operations and elevate client relations consistently.
Key Responsibilities:
• Assist Financial Advisors and manage their administrative needs
• Coordinate training and support for junior team members
• Oversee accurate processing of account paperwork
• Deliver top-notch client service at the front desk
• Plan and execute client events and marketing efforts
Requirements:
• Minimum of 5 years of relevant industry experience
• Strong knowledge of KYC and compliance processes
• Dataphile experience is preferred for efficiency
• Strong proficiency in Microsoft Office applications
• Familiarity with CRM tools and event support
Support the exceptional service goals of Raymond James while advancing your administrative career.
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Title: Licenses Wealth Assistant at Raymond James
Company: Raymond James Ltd.
Location: Toronto, Canada
Category:
