Job opportunity
Licensed Financial Advisor Assistant Role
Raymond James Financial
Experience growth in a client-centric role at Raymond James as a Licensed Financial Advisor Assistant. Focus on account management, administrative support, and building lasting client relationships.
As a Financial Advisor Assistant, you will play a crucial role in supporting a Financial Advisor and enhancing client experiences. This position is ideal for candidates with a proactive attitude and exceptional detail-oriented skills. You'll collaborate with a dedicated team while handling various responsibilities to ensure client satisfaction and compliance with regulatory requirements.
Key Responsibilities:
• Provide excellent client service and foster strong relationships
• Support trade-related needs through effective communication
• Oversee account administration and client documentation
• Process important security transactions and cash management
• Lead tax reporting activities and marketing initiatives
Requirements:
• Two years of relevant financial industry experience
• Knowledge of investment practices and account administration
• Strong written and verbal communication skills
• Proficient in Microsoft Office and CRM tools
• Commitment to professionalism and confidentiality
Bring your skills in client service and administration to make a difference at Raymond James.
#J-18808-Ljbffr
Apply on source site As a Financial Advisor Assistant, you will play a crucial role in supporting a Financial Advisor and enhancing client experiences. This position is ideal for candidates with a proactive attitude and exceptional detail-oriented skills. You'll collaborate with a dedicated team while handling various responsibilities to ensure client satisfaction and compliance with regulatory requirements.
Key Responsibilities:
• Provide excellent client service and foster strong relationships
• Support trade-related needs through effective communication
• Oversee account administration and client documentation
• Process important security transactions and cash management
• Lead tax reporting activities and marketing initiatives
Requirements:
• Two years of relevant financial industry experience
• Knowledge of investment practices and account administration
• Strong written and verbal communication skills
• Proficient in Microsoft Office and CRM tools
• Commitment to professionalism and confidentiality
Bring your skills in client service and administration to make a difference at Raymond James.
#J-18808-Ljbffr