Wealth Advisor Administrative Assistant

Peak Horizon Wealth of Raymond James Independent Financial Services is seeking a Wealth Advisor Administrative Assistant to work in our Markham Office. 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.

Peak Horizon Wealth of Raymond James Ltd. is looking for a detail-oriented individual to join our team as a Wealth Advisor Administrative Assistant. Attention to detail is a must. You are focused on doing the right thing the first time. Accuracy of transactions is critical. We are looking to work with an individual who is proactive and takes ownership of their role. You must be reliable and dependable, self-starter working independently as well as collaboratively as a valuable member of our team. Our business is growing rapidly so there will be opportunities for growth over time, should you wish to advance your career.

The ideal candidate will have a 1-3 years of experience in a similar role and industry, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable working in a fast-paced, dynamic environment and be able to adapt to changing needs and priorities. The successful candidate will provide administrative support to the Senior Wealth Manager, while also playing a key role in business development and social media management.

Key Responsibilities:

• Perform other administrative tasks as needed, such as drafting documents and presentations, and conducting research.
• Handle expenses, including managing expense reports and reconciling company credit card statements.
• Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.
• Prepare client portfolio reports and account activities for client meetings.
• Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required.
• Participate in Business Development activities such as researching potential clients and creating targeted marketing campaigns.
• Provide support to both the Manager and clients’ day-to-day requests, and other general office duties as required, such as telephone invoices & office expenses.
• Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
• Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.
• Handle emails and correspondence, including managing the advisor’s inbox and responding to emails as needed.
• Create and curate content for the agency’s various social media accounts.

Position Requirements:

• 1-3 years of previous experience in a similar role
• Strong attention to detail and ability to multitask.
• Be proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position.
• A successful completion of CSC (Canadian Securities Course) is a bonus.
• Excellent communication skills, both written and verbal
• Experience in business development and social media management
• Ability to work independently and take initiative.
• Post-Secondary education
• Proficiency in Microsoft Office Suite, including Dynamics-365, and social media platforms
• Comfortable working in a fast-paced, dynamic environment

This is a full-time position. It offers competitive base pay plus bonus, extended health benefits, paid vacation, and sick leave commensurate with experience.

If you would like a challenging and rewarding opportunity in financial services, please send your resume and covering letter, quoting the position by 06/31/2023 to:

Angie Chan

Peak Horizon Wealth of Raymond James

8500 Leslie St., Suite 450

647-557-5580

[email protected]

We thank all candidates for their interest and advise that only those under consideration 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 details and we will be happy to help.

Job

Wealth management

Primary Location

CA-ON-Markham-Markham

Organization

PCG IFS

Schedule

Part-time