Licensed Wealth Management Assistant – Client-Focused
Raymond James Ltd.
Role description
A leading financial services firm in Calgary is seeking a Licensed Assistant to support Financial Advisors with administrative tasks. The ideal candidate should have at least 2 years of experience in the investment industry and possess strong communication and organizational skills. Responsibilities include managing client relationships, processing transactions, and ensuring all documentation is up-to-date. This is a full-time role that offers a supportive work environment focused on client services.#J-18808-Ljbffr
