Assistant

Raymond James•Burlington, ON

4d•CA$45,000 - CA$55,000•Onsite

About The Position

Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians. They are seeking an Assistant to join their established and high-performing wealth management team at Strong Private Wealth of Raymond James Ltd. in Burlington, ON. This role is an excellent opportunity for a motivated professional who takes pride in providing outstanding support and contributing to an exceptional client experience. The team offers a professional, collaborative, and supportive work environment where initiative, dedication, and attention to detail are highly valued. The company is committed to providing opportunities for professional development and career growth, along with a competitive compensation package. The successful candidate will be a confident and highly organized professional who thrives in a fast-paced, team-oriented environment, drawing on previous experience within the financial services or investment industry. They will demonstrate meticulous attention to detail, excellent judgment, a positive and professional attitude, and exceptional interpersonal and communication skills. The ideal candidate will be responsible, dependable, self-motivated, and proactive, with the ability to anticipate the needs of the team and take ownership of their responsibilities. They will work effectively both independently and collaboratively and will share the company's commitment to maintaining a high standard of professionalism, service, confidentiality, and client care.

Requirements

Meticulous attention to detail and commitment to accuracy.
Strong proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook, with the ability and willingness to learn new applications and technology.
Excellent organizational, time-management, and problem-solving skills.
Ability to prioritize and manage multiple responsibilities and deadlines in a fast-paced environment.
Ability to learn independently, take initiative, and exercise sound judgment.
A proactive, self-motivated "can do" attitude with a genuine desire to take ownership of responsibilities.
Exceptional written and verbal communication skills.
Strong interpersonal skills and the ability to communicate professionally and confidently with clients, colleagues, and business partners.
Ability to work independently while also contributing positively within a collaborative team environment.
Ability to exercise tact, discretion, and sound judgment when handling confidential and sensitive client information.
Professional, friendly, and service-oriented approach with a genuine interest in creating an exceptional client experience.
Minimum of 2 years of administrative experience, preferably within the investment, wealth management, banking, or broader financial services industry.
Commitment to ongoing professional development and training relevant to the position.

Nice To Haves

Previous experience working directly with clients in a professional services environment is strongly preferred.
Post-secondary education in business administration, finance, financial services, or a related discipline is preferred.
Previous securities industry education, licensing, or training would be considered an asset.

Responsibilities

Administer the client onboarding process, including gathering required information, preparing documentation, and ensuring accurate and timely processing.
Manage and maintain client information and communicate with clients to obtain updates as required.
Prepare professional correspondence, reports, documents, and client files with a high degree of accuracy and attention to detail.
Respond to requests for information in a professional and timely manner.
Service clients' general day-to-day requests and ensure appropriate follow-up.
Communicate and collaborate internally with various operational and administrative departments to facilitate client requests and resolve outstanding items.
Maintain accurate and up-to-date information within the Customer Relationship Management (CRM) system.
Manage the Life Well Invested® Client Experience Program, including coordinating client recognition, important milestones, special occasions, gifts, events, and other personalized touchpoints designed to create memorable and meaningful client experiences.