Licensed Assistant Jobs

Raymond James Independent Financial Services, Meliambro Private Wealth is seeking a Licensed Assistant to work in our Kanata – Meliambro-IFS location. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Drawing on at least two years previous experience as a Licenced Administrative Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player

This position’s primary focus is to assist a Financial Advisor to build their business using strong administration, communication and interpersonal skills.

Specifically you will:

• Open accounts and manage all documentation requirements;
• Update accounts and create bi-annual portfolio reviews;
• Foster and support client relationships;
• Process and follow-up on security transactions and transfers;
• Manage incoming and outgoing phone calls with clients;
• Maintain Financial Advisor files and other general office duties.
• Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving;
• Review and process all cheques, banking and stock certificates from clients;
• Be involved in preparing correspondence and reports, event planning and coordination;

To qualify for this opportunity you possess:

• Strong organizational and problem solving skills;
• A minimum of 2 years investment industry experience;
• Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer and contact management software;
• Meticulous attention to detail.
• Experience with Dataphile is a definite asset;
• Excellent verbal and written communication skills;
• Completion of the Canadian Securities course as well as the Conducts and Practices Handbook;
• The ability to handle confidential information;
• Superior customer service skills;
• The ability to work in a team environment and demonstrate a professional and friendly manner;

If you would like a challenging and rewarding opportunity in financial services, please email your resume and covering letter, quoting the position to:

Attn: Joseph Meliambro

Email: [email protected]

Visit us at: www.meliambrowealth.com

To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions.

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

Employment is contingent on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted. Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above email details.

Job

Wealth management

Primary Location

CA-ON-Kanata-Kanata

Organization

PCG IFS

Schedule

Full-time