Financial Advisor Assistant

• 2203203

Summary of the role
SWAN Wealth Management at Raymond James Ltd. is looking for a detail-oriented individual to join our team as an Administrative Assistant. No detail is too small. You are obsessed with getting things right and you want to get them right the first time. We are looking to work with an assistant who is proactive and takes ownership of their role. As an Administrative Assistant, you are a reliable and dependable self-starter working independently as well as collaboratively as a valuable member of the SWAN team. Our business is growing rapidly so there will be several opportunities for growth over time. Otherwise you can continue in your role as an administrative assistant and will be well-compensated for your experience.

About Us
SWAN stands for Sleep Well at Night. At SWAN, we are a unique and fast-paced team who specialize in helping families who are moving their investments across the border. Our Wealth Management and Retirement Planning Services ensure client’s assets will be protected no matter where they live. At SWAN, we chose to partner with Raymond James because the firm is a long-standing leader in the financial industry.

Essential Duties and Responsibilities

• Execute account opening paperwork and existing client requests;
• Processing withdrawal and depository instructions;
• Liaise with team members on client inquiries/amendments; and
• Maintain the standards and values of SWAN (integrity, objectivity and expertise).

Education/Licenses/Certifications

• A high attention to detail and experience in the financial service industry is necessary; and
• Post-secondary education is very beneficial.

Work Environment
The SWAN team works in a professional office environment with standard office hours but offers flexibility based on the requirements of the work that needs to be accomplished.

Compensation
SWAN Wealth Management offers a competitive salary, annual bonus based on growth & performance, a comprehensive extended health care plan, and paid time off.