Wealth Management Assistant – Client Service & Operations

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

Benefits offered by this job

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Internal promotion opportunities

Job summary

Raymond James Ltd. is Canada\'s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

The Wealth Advisor Assistant role focuses on administrative support, client service, and facilitating smooth onboarding for Canadian and US clients. The position emphasizes strong MS Office skills, meticulous attention to detail, and a client-centric, team-oriented approach within a fast-paced environment.

Qualifications

• Post-secondary education or extensive experience in a similar or directly related role.
• Excellent verbal and written communication skills.
• Superior customer service and interpersonal skills.
• Meticulous attention to detail and strong organizational skills.

Responsibilities

• Support clients by responding to their requests in a friendly and timely manner.
• Assist with day-to-day operations and requests, including proactively problem solving.
• Assist team with scheduling appointments, preparing for meetings, and follow-up.
• Be responsible for and support the team with paperwork, including account opening.
• Provide seamless service on boarding both Canadian and US new clients.
• Manage incoming and outgoing phone calls and emails with clients.
• Maintain electronic files; manage all necessary documentation for clients.
• Assist team during tax reporting season, liaising with tax professionals and clients.
• Help monitor insurance portals and act on any necessary client notifications.
• Assist with client account management, including cash movements and material changes.
• Assist with marketing initiatives including social media, website content, and client communication; and
• Support various office administrative duties.

Skills

Customer service

Communication

Time management

Attention to detail

Professionalism

Organizational skills

Multitasking

Team player

Tools

MS Office Suite

Job description

Raymond James Ltd. is Canada\'s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

The Wealth Advisor Assistant role focuses on administrative support, client service, and facilitating smooth onboarding for Canadian and US clients. The position emphasizes strong MS Office skills, meticulous attention to detail, and a client-centric, team-oriented approach within a fast-paced environment.