Licensed Assistant

Job Description - Licensed Assistant )

Raymond James Ltd. is seeking an experienced Licensed Assistant to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full‑service independent investment dealers offering high‑quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

You will work closely with the Portfolio Manager and the entire team, providing comprehensive administrative services to the team and clients. This is a permanent full‑time position with a competitive compensation and benefits package.

Responsibilities

• Execute administrative processes and systems.
• Monitor client accounts and maintain client files.
• Scan all client documentation to central server files.
• Welcome clients to the office and respond to requests.
• Follow through with the Master Calendar that outlines monthly...