Raymond James Ltd.
Wealth Advisor Assistant at Raymond James
Job Description
Be a key player at Raymond James Ltd. as a Wealth Advisor Assistant in Montreal. This role demands strong administrative skills and exceptional customer service in a full-time capacity.
The Wealth Advisor Assistant will support Financial Advisors in managing client relationships and maintaining office organization. Your proven time-management skills and ability to work independently or in a team will contribute significantly to both client satisfaction and the overall success of the branch. This role offers opportunities for professional development and values diverse perspectives.
Key Responsibilities:
• Prepare and review client reports and correspondence
• Process security transactions and transfers efficiently
• Handle incoming and outgoing client calls
• Foster relationships by responding to client requests
• Maintain Financial Advisor files, calendar, and expenses
Requirements:
• Post-secondary education required
• Investment Representative licensed ...
The Wealth Advisor Assistant will support Financial Advisors in managing client relationships and maintaining office organization. Your proven time-management skills and ability to work independently or in a team will contribute significantly to both client satisfaction and the overall success of the branch. This role offers opportunities for professional development and values diverse perspectives.
Key Responsibilities:
• Prepare and review client reports and correspondence
• Process security transactions and transfers efficiently
• Handle incoming and outgoing client calls
• Foster relationships by responding to client requests
• Maintain Financial Advisor files, calendar, and expenses
Requirements:
• Post-secondary education required
• Investment Representative licensed ...