Wealth Management Client Services Coordinator - Southwestern Ontario - Raymond James Financial

    Raymond James Financial
    Raymond James Financial Southwestern Ontario

    5 days ago

    Description

    A financial services firm in Southwestern Ontario is looking for a reliable and organized Client Services Coordinator / Administrative Assistant to join their team.

    This full-time, in-office role involves supporting the advisory team with administrative operations, managing client interactions, and ensuring operational efficiency.

    Ideal candidates should have at least 2 years of experience in office administration, preferably in a wealth management setting, and possess excellent communication skills along with proficiency in MS Office.

    A client-centered mindset and attention to detail are essential.
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