Job opportunity
Wealth Advisor Support Specialist
Raymond James Ltd.
Raymond James Ltd. in Calgary, AB, is seeking a Wealth Advisor Assistant to support a team of financial advisors. You will enter client trades, service requests, and manage paperwork, calls, meetings, and onboarding for new clients.
This role emphasizes attention to detail, strong interpersonal skills, and collaboration within a supportive team. Ideal candidates have post-secondary education in Financial Management or Business Administration and at least 3 years in a similar administrative role
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Apply on source site This role emphasizes attention to detail, strong interpersonal skills, and collaboration within a supportive team. Ideal candidates have post-secondary education in Financial Management or Business Administration and at least 3 years in a similar administrative role
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