Wealth Advisor Assistant

Raymond James Ltd.; Ottawa; On-site; CAD 45,000 - 60,000; Full time

Job summary

Raymond James Ltd. is seeking a self-motivated Wealth Advisor Assistant to join their team in Ottawa. This role involves essential administrative duties such as preparing reports, handling client communications, and maintaining advisor files, contributing significantly to client relationships and team success. The ideal candidate will possess strong organizational skills, a focus on customer service, and the ability to work under pressure in a fast-paced environment. A post-secondary education is required, with proficiency in MS Office considered an asset.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Tuition Reimbursement

Discretionary Bonuses

Qualifications

• Proven experience in a client-facing role.
• Ability to handle confidential information.
• Metrics attention to detail and ability to multitask.

Responsibilities

• Prepare and review daily/monthly/annual reports and client correspondence.
• Maintain Financial Advisor files, calendar, and expenses.
• Foster client relationships by proactively responding to requests.

Skills

Organizational skills

Communication

Time management

Customer service

Education

Post-secondary education

Tools

MS Office

Dataphile

FactSet

Job description

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At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together .

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

How does the role impact the organization?

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.

What will your role be responsible for?

• Prepare and review daily / monthly / annual reports, client correspondence and taking ownership of project work;
• 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 requests and proactive problem solving;
• Maintain Financial Advisor files, calendar & expenses; and

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 :

• Post-secondary education;
• IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook within 1 year of hire is preferable;
• Excellent proficiency with MS Office particularly Word, Excel and Outlook;
• Experience with Dataphile 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
• 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;
• 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 [emailprotected] . 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.

Wealth management

Primary Location

Other Locations

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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