Experience growth in a client-centric role at Raymond James as a Licensed Financial Advisor Assistant. Focus on account management, administrative support, and building lasting client relationships.
As a Financial Advisor Assistant, you will play a crucial role in supporting a Financial Advisor and enhancing client experiences. This position is ideal for candidates with a proactive attitude and exceptional detail-oriented skills. You'll collaborate with a dedicated team while handling various responsibilities to ensure client satisfaction and compliance with regulatory requirements.
Key Responsibilities:
- Provide excellent client service and foster strong relationships
- Support trade-related needs through effective communication
- Oversee account administration and client documentation
- Process important security transactions and cash management
- Lead tax reporting activities and marketing initiatives
Requirements:
- Two years of relevant financial industry experience
- Knowledge of investment practices and account administration
- Strong written and verbal communication skills
- Proficient in Microsoft Office and CRM tools
- Commitment to professionalism and confidentiality
Bring your skills in client service and administration to make a difference at Raymond James.
