Client Service Coordinator/Administrative Assistant

Raymond James Financial; Southwestern Ontario; On-site; CAD 42,000 - 62,000; Full time

Job summary

BLA Private Wealth, a Raymond James Ltd. practice in Waterloo, seeks a Client Services Coordinator / Administrative Assistant for a full-time in-office role to ensure smooth office operations and outstanding client service at every touchpoint.

The ideal candidate has 2+ years in financial services administration, familiarity with wealth management, and a client-centered approach. Strong MS Office skills and a detail-oriented mindset are essential.

Qualifications

• 2+ years of office administration experience, preferably in wealth management.
• Investment Representative license is an asset, not required.
• Knowledge of wealth management products and compliance processes is an asset.
• Strong attention to detail and ability to handle confidential information.
• Excellent written and verbal communication; proficient with MS Office.
• Willingness to work full-time in-office; capable of learning new software.

Responsibilities

• Greet clients and ensure a professional, welcoming experience.
• Answer calls and emails; triage and delegate inquiries to advisors.
• Schedule and coordinate meetings for existing clients.
• Prepare and submit EFTs, bank wires, and client instructions.
• Assist with new account openings and documentation in platforms.
• Maintain office supplies and organize client areas; support workflow improvements.

Skills

Office administration

MS Office

Communication skills

Attention to detail

Confidential information handling

Team collaboration

Multitasking

Adaptability

Tools

Outlook

Word

Excel

Job description

Job Description - Client Service Coordinator/Administrative Assistant (2600667)

Waterloo - Lee IFS

BLA Private Wealth | Raymond James Ltd.

About BLA Private Wealth

BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high-quality financial guidance. We are seeking a reliable, organized, and client-focused Client Services Coordinator / Administrative Assistant to join our team. This is a full time, in office role to ensure our office runs smoothly and our clients receive outstanding service at every touchpoint.

Position Overview

The Client Services Coordinator supports the advisory team by managing administrative operations, completing account-related tasks, and serving as the first point of contact for clients. The ideal candidate has strong experience in financial services administration - preferably within CIRO environment and brings a proactive, detail-oriented approach to daily tasks.

Key Responsibilities

• Greet clients upon arrival and ensure a professional, welcoming experience.
• Answer incoming phone calls and emails; triage and delegate inquiries to the appropriate advisor or team member.
• Schedule and coordinate meetings for existing clients following structured communication cycles.

Account Administration

• Prepare and submit one-time electronic fund transfers (EFTs), bank wires, and other client instructions.
• Assist with new account openings, updates, and documentation using dealer and custodial platforms.
• Prepare paperwork and review for accuracy and compliance requirements.
• Complete cheque deposits and bank runs as needed to support daily operations.

Office Operations

• Maintain office supplies, manage mail and courier deliveries, and keep client areas organized and presentable.
• Support general administrative processes, filing, document preparation, and record keeping.
• Assist advisors with follow-up tasks, tracking outstanding items, and ensuring timely completion.
• Contribute to ongoing improvements in workflow, efficiency, and client service standards.

Qualifications & Experience

• Minimum of 2 years of office administration experience, preferably within the wealth management industry.
• Investment Representative (IR) license is an asset (not required but strongly preferred).
• Knowledge of wealth management products, compliance processes, and industry terminology is an asset.
• Strong attention to detail, accuracy, and the ability to manage sensitive client information confidentially.
• Excellent communication skills - both written and verbal.
• Proficiency with MS Office (Outlook, Word, Excel) and comfort with learning new software platforms.
• Must be able to work full-time, in-office, with professionalism and reliability.
• Social media posting and marketing skills are definite assets.
• Client-centered mindset with a positive attitude.
• Highly organized, efficient, and comfortable managing multiple priorities.
• Team-oriented, adaptable, and proactive in supporting advisors and clients.
• Strong problem-solving skills and willingness to take ownership of tasks.

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.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contributions 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.

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. www.cipf.ca