Wealth Manager Administrative Assistant & Client Relations

Raymond James Ltd.; Coquitlam; On-site; CAD 40,000 - 50,000; Full time

Job summary

Raymond James Ltd. in Coquitlam is seeking an Administrative Assistant to support the Wealth Manager and assist with client onboarding, correspondence, and scheduling. The role requires a detail‑oriented communicator who can handle multiple priorities in a fast-paced environment.

Applicants should have 2+ years of experience in a similar role, post‑secondary business education, proficiency with Microsoft Office, and strong problem‑solving abilities. Background checks are required.

Qualifications

• 2+ years of experience in an administrative role, preferably in financial services.
• Post-secondary education in a business-related field required.
• Excellent written and verbal communication.
• Strong attention to detail with ability to multitask.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Ability to work independently and take initiative.
• Comfortable working in a fast-paced environment.

Responsibilities

• Perform administrative tasks including drafting documents, assisting with account openings, and supporting ongoing projects.
• Handle emails and correspondence, drafting and responding on behalf of the lead advisor as needed.
• Manage schedules and coordinate meetings and appointments.
• Assist clients with Online Access setup, troubleshooting, and general support.
• Conduct regular client check-ins and follow up on outstanding items.
• Support business relationships, coordinating client tax packages, arranging meetings and events, and assisting with appreciation initiatives.

Skills

Microsoft Office

Communication skills

Attention to detail

Multitasking

Independent worker

Education

Post-secondary education in business

Job description

Raymond James Ltd. in Coquitlam is seeking an Administrative Assistant to support the Wealth Manager and assist with client onboarding, correspondence, and scheduling. The role requires a detail‑oriented communicator who can handle multiple priorities in a fast-paced environment.

Applicants should have 2+ years of experience in a similar role, post‑secondary business education, proficiency with Microsoft Office, and strong problem‑solving abilities. Background checks are required.