Job Description
Join Raymond James as a Licenses Wealth Assistant and make an impact in our Downtown Toronto branch. This senior administrative role focuses on supporting advisors and ensuring exceptional client service in a hybrid work setting.
As a Senior Branch Administrator, you will be a key player in the Bowes Wealth Management team, known for providing high-quality wealth management services. Your experience in the investment sector and your proactive nature will enable you to streamline operations and elevate client relations consistently.
Key Responsibilities: • Assist Financial Advisors and manage their administrative needs • Coordinate training and support for junior team members • Oversee accurate processing of account paperwork • Deliver top-notch client service at the front desk • Plan and execute client events and marketing efforts
Requirements: • Minimum of 5 years of relevant industry experience • Strong knowledge of KYC and compliance processes • Dataphile ...
As a Senior Branch Administrator, you will be a key player in the Bowes Wealth Management team, known for providing high-quality wealth management services. Your experience in the investment sector and your proactive nature will enable you to streamline operations and elevate client relations consistently.
Key Responsibilities: • Assist Financial Advisors and manage their administrative needs • Coordinate training and support for junior team members • Oversee accurate processing of account paperwork • Deliver top-notch client service at the front desk • Plan and execute client events and marketing efforts
Requirements: • Minimum of 5 years of relevant industry experience • Strong knowledge of KYC and compliance processes • Dataphile ...