Wealth Advisor Assistant

Raymond James • Winnipeg, MB

3d • CA$45,000 - CA$55,000 • Onsite

About The Position

The candidate is a self-motivated individual with exceptional administrative skills, a positive attitude, and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. This role is best suited to someone who enjoys the administrative and client service side of the business and is interested in building a long-term career in this area within wealth management.

Requirements

• Post-secondary education or extensive experience in a similar or directly related role
• Excellent proficiency with MS Office particularly Word, Excel and Outlook
• Excellent verbal and written communication skills
• Superior customer service and interpersonal skills
• Meticulous attention to detail
• Capable of thriving in a fast-paced environment
• High level of professionalism and strong organizational skills
• Motivated with the ability to prioritize, multitask, work within time constraints
• Ability to work in a fun and motivating team environment
• Ability to demonstrate a professional and friendly manner to our clients
• Ability to effectively handle confidential information

Nice To Haves

• CIRO licensed is an asset

Responsibilities

• Support clients by responding to their requests in a friendly and timely manner
• Assist with day-to-day operations and requests, including proactively problem solving
• Assist team with scheduling appointments, preparing for meetings, and follow-up
• Be responsible for and support the team with paperwork, including account opening
• Provide seamless service on boarding both Canadian and US new clients
• Manage incoming and outgoing phone calls and emails with clients
• Maintain electronic files; manage all necessary documentation for clients
• Assist team during tax reporting season, liaising with tax professionals and clients
• Help monitor insurance portals and act on any necessary client notifications
• Assist with client account management, including cash movements and material changes
• Assist with marketing initiatives including social media, website content, and client communication
• Support various office administrative duties

Benefits

• flexible workstyles
• competitive compensation
• health benefits
• RRSP matching
• employee stock purchase plan
• paid time off
• volunteer days
• discretionary bonuses
• tuition reimbursement
• opportunities for internal promotion
• community involvement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree