Investment advisor assistant — client service
1 day ago
montréal, québec, Canada
Raymond James Ltd.
Full-time
Free with email or Google
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Free with email or Google
By continuing, you agree to our Terms & Privacy Policy.
Join a leading independent investment dealer as an Investment Advisor Assistant, where your exceptional administrative skills will play a vital role in enhancing client relationships and supporting Financial Advisors. This position offers a dynamic work environment that values teamwork, professionalism, and customer service. You will be responsible for preparing reports, managing client communications, and ensuring efficient operations within the branch. With a commitment to employee growth and a competitive benefits package, this opportunity is perfect for those looking to make a meaningful impact in the investment industry while working with a supportive team. If you are self-motivated and detail-oriented, this role is for you.