Wealth Advisor Assistant

Raymond James Ltd.; Kelowna; On-site; CAD 45,000 - 55,000; Full time

Job summary

A financial services company in Kelowna seeks a Wealth Advisor Assistant to support client relationships and manage various administrative tasks. The ideal candidate will have a minimum of 2 years in the investment industry, post-secondary education, and strong customer service skills. The role includes preparing reports, managing paperwork, and assisting Financial Advisors. This position offers a competitive salary of $45,000-55,000 and various performance bonuses.

Benefits

Flexible workstyles

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Discretionary Bonuses

Tuition Reimbursement

Qualifications

• Minimum 2 years investment industry experience.
• IR Licensed or completion of Canadian Securities Course is preferable.
• Experience in a high-volume, pressure-oriented environment.

Responsibilities

• Prepare and review reports and client correspondence.
• Manage paperwork and client account processes.
• Foster and support client relationships.

Skills

Customer service

Communication skills

Attention to detail

Time management

Organizational skills

Education

Post-secondary education

Tools

MS Office (Word, Excel, Outlook)

Dataphile

Croesus

FactSet

Job description

Overview

Wealth Advisor Assistant

The candidate is a self-motivated individual with exceptional administrative skills 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. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.

Responsibilities

• Prepare and review daily/monthly/annual reports, client correspondence and take ownership of project work;
• Manage paperwork, head office correspondence, and handle the account opening process for new clients.
• Process and follow up on security transactions and transfers;
• Handle incoming and outgoing phone calls with clients;
• Foster and support client relationships by liaising with clients, responding to clients’ day-to-day requests and proactive problem solving;
• Act as team lead during tax reporting season, liaising with tax professionals and clients to provide details, slips, and updates as required.
• Support the Financial Advisors in the growth of the overall business
• Assist with marketing events, seminars, client meetings, etc.
• Maintain Financial Advisor files; and
• Perform general office duties.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Minimum 2 years investment industry experience;
• Post-secondary education;
• IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook is preferable;
• Excellent proficiency with MS Office particularly Word, Excel and Outlook;
• Experience with Dataphile, Croesus and FactSet is an asset;
• Excellent verbal and written communication skills;
• Ability to work in a team environment and demonstrate a professional and friendly manner
• Superior customer service skills;
• Meticulous attention to detail;
• Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up;
• Strong organizational skills;
• Superior problem solving skills;
• The ability to work within deadlines in a high-volume, pressure-oriented environment; and
• Ability to effectively handle confidential information.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $45,000-55,000 in addition to competitive performance bonuses/incentives.

Job

Wealth management

Primary Location

CA-BC-Kelowna-Kelowna

Organization

Branch

Schedule

Full-time

Status Permanent Full-Time