Investment Operations Coordinator
1 week ago
We are seeking an Investment Operations Coordinator to join our team at Raymond James Ltd. This role is responsible for coordinating the day-to-day activities of the office, supporting financial advisors in delivering excellent client service, and contributing to the overall success of the firm.
Responsibilities:
- Process transactions and manage paperwork efficiently.
- Communicate with clients and respond to inquiries promptly.
- Schedule appointments and prepare reports as needed.
- Maintain accurate records and ensure compliance with industry regulations.
Requirements:
- Completed Canadian Securities Course and Conduct and Practices Handbook.
- Proven administrative skills and proficiency in MS Office, including CRM.
- Excellent communication abilities and strong work ethic.
Compensation:
A competitive salary range of $65,000 - $85,000 per year, plus benefits and opportunities for professional growth and development.
This is an exciting opportunity for individuals who are passionate about providing exceptional client service and want to grow their career in a dynamic and supportive environment.
At Raymond James, we value diversity and inclusion and are committed to creating a workplace that reflects the communities we serve.
What We Offer:
A collaborative and inclusive work environment, opportunities for professional growth and development, and a competitive compensation package.
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