Licensed Sales Assistant/Licensed Wealth Manager Assistant

2 weeks ago


Santa Clarita, United States Raymond James Financial Services Full time

Raymond James Independent Financial Services, Langill & McHenry Investment Advisors is seeking a Licensed Sales Assistant/Licensed Wealth Manager Assistant to work in our Port Credit (Mississauga) location. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. 

Drawing on at least two years of work experience, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player

This position’s primary focus is to assist Financial Advisors build their business using strong administration, communication and interpersonal skills.
 
Specifically, you will:
•    Process and follow-up on security transactions and transfers;
•    Manage incoming and outgoing phone calls with clients;
•    Foster and support client relationships;
•    Open accounts and manage all documentation requirements;
•    Prepare for client meetings by preparing meeting packages;
•    Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving;
•    Be involved in preparing correspondence and reports, event planning and coordination;
•    Review and process all cheques, banking and stock certificates from clients;
• Maintain Financial Advisor files and other general office duties.



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