Investment Advisor Assistant — Client Service & Admin Pro

Join a leading independent investment dealer as an Investment Advisor Assistant, where your exceptional administrative skills will play a vital role in enhancing client relationships and supporting Financial Advisors. This position offers a dynamic work environment that values teamwork, professionalism, and customer service. You will be responsible for preparing reports, managing client communications, and ensuring efficient operations within the branch. With a commitment to employee growth and a competitive benefits package, this opportunity is perfect for those looking to make a meaningful impact in the investment industry while working with a supportive team. If you are self-motivated and detail-oriented, this role is for you.
#J-18808-Ljbffr

Ready to Apply?

Submit your application today and join our talented team at Raymond James Ltd..

Submit Application