Client-Focused Administrative & Marketing

Position: Client-Focused Administrative & Marketing Role
Experience a rewarding career with Raymond James Ltd. as a Client-Focused Administrative and Marketing Assistant, where your skills will make a significant impact in wealth management. This position provides an opportunity to excel in a supportive team environment.

You will play a pivotal role in managing client services, facilitating account openings, and supporting marketing strategies. This position seeks a self-starter capable of analyzing data and communicating effectively with clients and team members. A strong focus on client satisfaction and compliance is essential.

Key Responsibilities:

• Coordinate new account openings and manage client documentation

• Prepare investment policy statements and business reports

• Enhance client relationships through proactive communication

• Monitor engagement metrics for targeted marketing initiatives

• Ensure all communications adhere to regulatory standards

Requirements:

• Minimum 2-5 years' experience in investment services

• Proficiency in Microsoft Office and social media management

• Strong written and verbal communication skills

• Excellent problem-solving and attention to detail

• Willingness to obtain CIRO licensing

Harness your expertise in administration and marketing to support the goals of Raymond James Ltd. in a vibrant environment.
#J-18808-Ljbffr