Investment Advisor Assistant — Client Service & Admin Pro

Raymond James Ltd.; Montreal; On-site; CAD 45,000 - 75,000; Full time

Benefits offered by this job

Flexible workstyles

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Job summary

Join a leading independent investment dealer as an Investment Advisor Assistant, where your exceptional administrative skills will play a vital role in enhancing client relationships and supporting Financial Advisors. This position offers a dynamic work environment that values teamwork, professionalism, and customer service. You will be responsible for preparing reports, managing client communications, and ensuring efficient operations within the branch. With a commitment to employee growth and a competitive benefits package, this opportunity is perfect for those looking to make a meaningful impact in the investment industry while working with a supportive team. If you are self-motivated and detail-oriented, this role is for you.

Qualifications

• Minimum 2 years investment industry experience required.
• IR Licensed or completion of Canadian Securities Course preferred.

Responsibilities

• Prepare and review reports and client correspondence.
• Foster client relationships and support Financial Advisors.
• Process security transactions and maintain files.

Skills

Customer Service

Time Management

Communication Skills

Attention to Detail

Organizational Skills

Self-Starter Attributes

Education

Post-secondary education

Tools

MS Office

Dataphile

Croesus

Thomson Reuters

Job description

Join a leading independent investment dealer as an Investment Advisor Assistant, where your exceptional administrative skills will play a vital role in enhancing client relationships and supporting Financial Advisors. This position offers a dynamic work environment that values teamwork, professionalism, and customer service. You will be responsible for preparing reports, managing client communications, and ensuring efficient operations within the branch. With a commitment to employee growth and a competitive benefits package, this opportunity is perfect for those looking to make a meaningful impact in the investment industry while working with a supportive team. If you are self-motivated and detail-oriented, this role is for you.