Licensed Wealth Advisor Assistant at Raymond James

Town of Cochrane, Alberta, Canada -

Full Time

Start Date

Immediate

Expiry Date

19 Feb, 26

Salary

0.0

Posted On

21 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Customer Service, Communication Skills, Interpersonal Skills, Organizational Skills, Problem-Solving Skills, Team Player, Self-Motivated, Microsoft Office, Dataphile, Microsoft Dynamics, Securities Course, Conducts And Practices Handbook, Financial Services, Client Relationship Management, Administrative Skills

Industry

Financial Services

Description

Raymond James Independent Financial Services is seeking a full-time Licensed Wealth Advisor Assistant to work in our Cochrane office. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Drawing on at least two years previous experience as a Licensed Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player. This position’s primary focus is to assist Financial Advisor’s build their business using strong administration, communication, and interpersonal skills. Responsibilities: Process and follow-up on security transfers & transactions including liaising with the trade desk and back office. Manage incoming and outgoing phone calls with clients. Foster and support client relationships. Open accounts and manage all documentation requirements. Update accounts and create quarterly / bi-annual portfolio reviews. Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving. Be involved in preparing correspondence and reports, event planning and coordination. Review and process all cheques, banking, and stock certificates from clients. Maintain Financial Advisor files and other general office duties. Requirements: A minimum of 2 years investment industry experience Completion of the Canadian Securities Course as well as the Conducts and Practices Handbook (IR or RR Registration). Experience with Dataphile & Microsoft Dynamics is a definite asset. Superior customer service skills and excellent verbal and written communication skills. Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook). The ability to handle confidential information. The ability to work in a team environment and demonstrate a professional and friendly manner. Strong organizational and problem-solving skills. Meticulous attention to detail. This is a permanent full-time position with a competitive compensation and benefits package. If you are interested in joining our team, please submit your cover letter and resume, quoting the position to: Cochrane Wealth Management | Raymond James Ltd. 624 - 2nd St. West Cochrane, AB T4C 1Z7 Greg Wood greg.wood@raymondjames.ca We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. We thank all candidates for their interest and advise that only those under consideration will be contacted. Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.

Responsibilities

The primary focus of this position is to assist Financial Advisors in building their business through strong administration and communication skills. Responsibilities include processing transactions, managing client relationships, and maintaining documentation.