Assistant

Raymond James Financial; Burlington; On-site; CAD 45,000 - 55,000; Full time

Job summary

Strong Private Wealth of Raymond James Ltd. in Burlington, ON, is seeking an Assistant to join our established wealth management team.

The role focuses on providing outstanding support and delivering a personalized client experience, with meticulous attention to detail and professional communication. Key duties include onboarding, maintaining client information in the CRM, preparing correspondence and reports, handling day-to-day client requests, and coordinating Life Well Invested client

Qualifications

• 2 years of administrative experience, preferably in financial services.
• Strong proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent organizational, time-management, and problem-solving skills.

Responsibilities

• Administer the client onboarding process, including gathering required information and ensuring timely processing.
• Maintain and communicate with clients to obtain updates and manage client information in the CRM.
• Prepare professional correspondence, reports, documents, and client files with high accuracy.

Skills

Microsoft Office

Client service

Administrative support

Attention to detail

Education

Post-secondary education in business/finance/financial services

Securities industry education/ training (asset)

Job description

Strong Private Wealth - Raymond James Ltd., Burlington, ON

Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking an Assistant to join our established and high-performing wealth management team at Strong Private Wealth of Raymond James Ltd. office in Burlington, ON.

Role Overview

This is an excellent opportunity for a motivated professional who takes pride in providing outstanding support and contributing to an exceptional client experience.

Our team offers a professional, collaborative, and supportive work environment where initiative, dedication, and attention to detail are highly valued. We are committed to providing opportunities for professional development and career growth, along with a competitive compensation package.

Drawing on previous experience within the financial services or investment industry, the successful candidate will be a confident and highly organized professional who thrives in a fast-paced, team-oriented environment. 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 our commitment to maintaining a high standard of professionalism, service, confidentiality, and client care.

What is the position responsible for?

The successful candidate will play an important role in supporting our team and delivering the highly personalized level of service our clients have come to expect.

Key responsibilities include:

• 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; and
• Manage our 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.

Our approach to client service extends beyond the traditional responsibilities of wealth management. We believe that understanding what is important to our clients and recognizing the meaningful moments in their lives are integral parts of building long-term relationships. The successful candidate will help ensure these details are thoughtfully managed and that every interaction reflects the level of care, professionalism, and personal attention associated with Strong Private Wealth.

To qualify for this opportunity, you possess:

The successful candidate will bring a strong combination of administrative expertise, professionalism, initiative, and commitment to exceptional client service. You will have:

• 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.

Education and Experience:

• Minimum of 2 years of administrative experience, preferably within the investment, wealth management, banking, or broader financial services industry.
• 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.
• Commitment to ongoing professional development and training relevant to the position.

What can you expect from us?

At Strong Private Wealth, exceptional client service begins with an exceptional team. We encourage every team member to:

• Continuously grow professionally and encourage the development and success of others.
• Work collaboratively and support one another in achieving shared goals.
• Make thoughtful, timely, and pragmatic decisions while keeping the client's best interests and experience at the forefront.
• Take ownership of responsibilities and demonstrate accountability for delivering meaningful results.
• Look for opportunities to improve how we work and how we serve our clients.
• Contribute positively to the continued growth and evolution of Strong Private Wealth.

Compensation

Full-time, 1-year contract position, with the possibility of renewal.

Base salary: $45,000 - $55,000 annually, with the opportunity to earn additional performance-based bonuses and other incentives.

Actual compensation will be determined based on the successful candidate's skills, qualifications, relevant experience, internal equity, and the requirements of the position.

This position also provides an opportunity to grow professionally within an established wealth management practice where initiative, contribution, and commitment to exceptional client service are recognized and valued.

This posting is for an existing vacancy.