Wealth Advisor Assistant

Raymond James Financial; Ottawa; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking investment firm as a Wealth Advisor Assistant, where your administrative skills and customer service focus will be vital to client success. In this dynamic role, you'll prepare reports, manage client communications, and support Financial Advisors in fostering strong client relationships. This established industry player values its people and offers flexible workstyles along with a competitive benefits package. If you're a self-motivated individual with a keen eye for detail and a passion for helping others, this opportunity is perfect for you to grow your career in a supportive environment.

Benefits

Flexible Workstyles

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Qualifications

• Proficiency in MS Office and excellent communication skills are essential.
• Post-secondary education and securities licensing are preferred.

Responsibilities

• Prepare reports and manage client correspondence effectively.
• Support client relationships and handle security transactions.

Skills

Customer Service

Time Management

Communication Skills

Attention to Detail

Self-Starter

Education

Post-Secondary Education

Canadian Securities Course

Tools

MS Office

Dataphile

FactSet

Job description

Job Description - Wealth Advisor Assistant (2500158)

Wealth Advisor Assistant - 2500158

At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.

Raymond James Ltd. is Canada’s leading independent investment dealer 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;

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offersflexible 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;
• 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.