Elevate your career at Raymond James Independent Financial Services as a Senior Branch Administrator in Downtown Toronto. This hybrid role supports a thriving wealth management team with operational excellence and client service.
We are looking for an organized and proactive Senior Branch Administrator with substantial experience in wealth management. You will collaborate with Financial Advisors and Portfolio Managers, enhancing branch operations and facilitating exemplary client service. Take charge in a fast-paced environment while ensuring efficient processes and exceptional support for both clients and team members.
Key Responsibilities:
• Support Financial Advisors and administrative staff with daily operations
• Provide professional and friendly client service in various communication channels
• Manage documentation for account openings and transfers accurately
• Maintain and organize comprehensive client records within CRM
• Assist in coordinating events and...