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Financial Services Coordinator

1 week ago

Ottawa, Ontario, Canada Raymond James Financial Full time

About Us

At Raymond James, we develop, collaborate, decide, deliver, and improve together. Our company culture values equality, respect, and authenticity, creating a supportive and inclusive environment for all associates.

We are committed to providing excellent service to our clients and helping them achieve their financial goals. As a Wealth Advisor Assistant, you will be an integral part of our team, working closely with our Financial Advisors to provide exceptional support and ensure seamless client experiences.

Your Key Responsibilities

  • Prepare and review financial reports, client correspondence, and project work;
  • Process and follow up on transactions and transfers;
  • Communicate effectively with clients via phone and email;
  • Support client relationships through proactive problem-solving and liaison work;
  • Maintain accurate records and calendars;

What We Offer

  • A competitive compensation and benefits package;
  • Flexible work styles and remote work options;
  • Ongoing training and development opportunities;
  • A dynamic and supportive team environment;