Overview
Financial Advisor Assistant Jobs in North Vancouver, British Columbia, Canada at Disability Solutions
Raymond James Independent Financial Services is seeking a full-time Financial Advisor Assistant to work in our North Vancouver Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.
Drawing on at least three years previous experience as an Administrative Assistant/Financial advisor 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 will assist the Financial Advisors in the branch.
The branch focus is on excellence in client service. Internal Raymond James candidates with Account Profile or Operations experience will qualify without direct assistant experience.
Responsibilities:
• Account documentation management.
• Calendar management
• Account openings – confirming with the client, following through with signatures, and processing with back office.
• Ensuring all clients’ accounts are up to date.
• Client
communication
– daily, by telephone and written
communication
.
• Administrating account statements – monthly, by email.
• Liaising with corporate back office to complete client inquiries and requests.
• Anticipating and identifying potential complications and finding appropriate solutions.
Qualifications:
• Preferably 2-3 years of professional work experience in a related role, sales or hospitality.
• Excellent
communication skills
•
Attention to detail
.
• Superior interpersonal skills with both clients and colleagues.
• High level of
professionalism
.
• Ability to prioritize, multitask, work within time constraints and follow-up.
• Excellent telephone demeanor.
• Ability to learn quickly and make sound, timely decisions.
• Able to present a polished appearance in a business formal environment.
Salary Range
: $40,000-$75,000 (based on
Education
, Work Experience, etc.) Plus competitive performance bonuses/incentives.
If you are interested in joining our team, please submit your cover letter and resume and cover letter, quoting the position by 07/01/2025 to:
Chris Mills
Raymond James Ltd
120 Lonsdale Ave
Phone number:
Email:
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.
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.
Title: Financial Advisor Assistant
Company: Disability Solutions
Location: North Vancouver, British Columbia, Canada
Category: Finance & Banking (Office Administrator/ Coordinator), Administrative/Clerical (Office Administrator/ Coordinator)
