Licensed Assistant

Job Description - Licensed Assistant )

Licensed Assistant -

Raymond James Ltd. is seeking an experienced Licensed Assistant to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

You will work closely with the Portfolio Manager and entire team, providing comprehensive administrative services to the team and clients. This is a permanent full-time position with a competitive compensation and benefits package.

Mandatory Licensing Requirements to apply for position:

• Industry CSC licensing is mandatory;
• Three years experience as an IR in the industry;
• Execute the administrative processes and systems;
• Responsible for monitoring client accounts and maintaining client files;
• Scan all client documentati...