Client Assistant

Position: Client Experience Assistant
Enhance client satisfaction as an Assistant with Strong Private Wealth in Burlington, ON. This position emphasizes outstanding administrative support and attention to detail.

At Raymond James Ltd., our team is in search of a detail-oriented professional skilled in the financial services sector. In this role, you will be responsible for supporting client interactions and maintaining critical client records. Successful candidates will exhibit strong organizational and communication skills while managing multiple tasks effectively.

Key Responsibilities:

• Administer the client onboarding process efficiently

• Maintain accurate client records and correspondence

• Prepare detailed reports and documentation

• Address client requests in a timely manner

• Manage personalized touchpoints in the client experience program

Requirements:

• Minimum of 2 years in administrative support, preferably in finance

• Strong Microsoft Office proficiency

• Exceptional organizational and multitasking skills

• Excellent written and verbal communication talents

• Ability to work both independently and as part of a team

Contribute to strong client relationships with dedicated service at Strong Private Wealth in Burlington.
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