Join Raymond James as a Wealth Advisor Assistant and enhance client relationships through outstanding service. Your role will center on administration, problem-solving, and building lasting client connections.
This position involves working closely with clients and the advisory team to ensure smooth operations and exceptional service at Raymond James. You will be responsible for managing client communications, assisting with appointment scheduling, and providing general administrative support. A proactive, team-oriented mindset is essential to excel in this rewarding role.
Key Responsibilities:
• Respond warmly to client inquiries and requests
• Assist with managing client account details and correspondence
• Help maintain organized electronic client files
• Coordinate follow-ups and prepare for meetings
• Contribute to marketing communications and initiatives
Requirements:
• Post-secondary education is required
• Must obtain IR License within the first ye...