Experienced Licensed Assistant Position

Raymond James Ltd. is actively looking for a skilled Licensed Assistant to join our Barrie office and enhance client relationship management within our investment services.

As a core member of the team, you will work side-by-side with the Portfolio Manager to execute essential administrative duties, manage client accounts, and provide high-quality service to our clients. This full-time position offers a competitive compensation package and the opportunity to contribute significantly to the firm’s success in wealth management.

Key Responsibilities:

• Oversee administrative processes and maintain files

• Welcome clients and handle inquiries with professionalism

• Support event planning and execution throughout the year

• Prepare client documentation and reports for meetings

• Manage account cash holdings efficiently

Requirements:

• Securities license in good standing

• 3 years of experience in financial services

• Dependable with strong organizational skills

• Excellent attention to detail

• Proficiency in Microsoft Office

Contribute your expertise in client relations and administration to the success of Raymond James Ltd. as a Licensed Assistant.
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