Wealth Advisor Assistant

About the Company

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Role Overview

The primary role of the Wealth Advisor Assistant is to support a team of financial advisors and the Branch Manager by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.

Responsibilities

• Prepare and review daily/monthly/annual reports, client correspondence and take ownership of project work;
• Process and follow up on security transactions and transfers;
• Handle incoming and outgoing phone calls with c...