Licensed Assistant at Raymond James

Join Raymond James Ltd. in Barrie as a Licensed Assistant, where you'll deliver essential administrative support and manage client accounts in a full-time role within a thriving investment firm.
Raymond James Ltd. seeks an experienced Licensed Assistant to collaborate with our Portfolio Manager and support our dedicated team. This position focuses on executing administrative processes, ensuring meticulous management of client accounts, and enhancing client experiences. Your role will have a direct impact on operations and client satisfaction, offering a unique opportunity to grow within the financial services industry.
Key Responsibilities:
• Execute administrative processes and maintain client files
• Monitor client accounts and respond to office inquiries
• Prepare reports and documents for client meetings
• Coordinate client and charitable events throughout the year
• Support the pre-trade process for all trades
Requirements:
• Securities license in good s...