Wealth Advisor Administrative Assistant
By Raymond James Ltd. At Markham, Ontario, Canada
Experience in business development and social media management
Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.
Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.
Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
1-3 years of previous experience in a similar role
Excellent communication skills, both written and verbal
Advisor Assistant Jobs
By Aplin At Winnipeg, Manitoba, Canada
Competitive salary and bonus commensurate with experience
Comprehensive benefits and RSP options
5+ years of related work experience in client administration, with an investment counsel firm, broker, financial planner, or mutual fund company
Completion of a Business Administration program or related post-secondary education would be an asset
Completion (or desire to complete) the Canadian Securities Course is a requirement of the position
Excellent verbal and written communication skills