Wealth Management Administrative Assistant Waterloo

Build a trusted administrative foundation for BLA Private Wealth in Waterloo. Manage client instructions, records, and office coordination in person every day.

This Administrative Assistant supports the advisory team within BLA Private Wealth, part of Raymond James Ltd. Daily work combines account-related administration, advisor follow-up, client communication, and office operations. A detail-oriented approach supports accurate paperwork, compliance requirements, and dependable service across client touchpoints.

• Assist with new accounts, updates, and supporting documentation
• Review paperwork for accuracy and compliance requirements
• Complete cheque deposits and bank runs when needed
• Track outstanding items and support timely advisor follow-up
• Improve workflow efficiency and client service standards

• Minimum two years of office administration experience
• Knowledge of wealth management products and terminology
• Understanding of compliance processes is an asset
• Investment Representative license is strongly preferred
• Professional, reliable full-time in-office availability

Bring dependable administration, compliance awareness, and detailed account support to Raymond James Ltd. clients through Waterloo-based in-office work.