Job Description
Licensed Wealth Advisor Assistant )
Raymond James Independent Financial Services is seeking a full‑time Licensed Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. 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 previous experience as a Licensed Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must possess meticulous attention to detail, a positive attitude, exceptional interpersonal skills, and be responsible, self‑motivated and a team player.
Responsibilities
- Process and follow‑up on security transfers & transactions, including liaising with the trade desk and back office.
- Manage incoming and outgoing phone calls with clients.