Licensed Sales Assistant for Financial Advisors

Join Raymond James Ltd. as a Licensed Sales Assistant, supporting a team of financial advisors in a collaborative environment. Focus on client service, trade processing, and administrative tasks daily.

This position is ideal for candidates with a background in financial services and a passion for customer engagement. You’ll need strong organizational skills and a commitment to accuracy to assist with trades and manage client interactions effectively. Enjoy professional growth within a supportive team.

Key Responsibilities:
• Assist clients with daily administrative and trade requests
• Communicate with clients and respond to inquiries
• Schedule meetings and manage follow-up actions
• Process trades for advisors and manage client paperwork
• Support marketing initiatives and track opportunities

Requirements:
• 3+ years of relevant industry experience
• Understanding of fundamental investment practices
...