Join Raymond James Independent Financial Services as a Senior Wealth Advisor Assistant and thrive in a client-focused, hybrid work environment. Your role will involve supporting advisors and enhancing operational workflows.
In the heart of Downtown Toronto, you will be integral to the Bowes Wealth Management team, focusing on high-net-worth clients and business owners. This position demands exceptional organization skills, proactive problem-solving, and strong communication. Your contributions will ensure seamless day-to-day operations and quality client service.
Key Responsibilities:
• Act as a senior administrative resource for branch advisors
• Provide friendly and professional client service in person and online
• Ensure compliance in account documentation processes
• Lead efforts to improve operational workflows
• Organize events and manage marketing communications
Requirements:
• Minimum 4 years in wealth management or related fields
• Degree or rele...