Client Service Assistant

• Location: Vancouver, BC
• Position Type: Permanent Full-Time (Hybrid available after 6 months)
• Salary: $45,000 – $48,000 per year, plus discretionary performance bonus

Position Overview

This role is an ideal opportunity for a junior candidate or a fast learner eager to build a rewarding career in wealth management. Beyond traditional administrative duties, the successful candidate will leverage modern productivity tools—including approved, secure Generative AI (GenAI) technologies—to enhance efficiency, communication, and client support in a regulated financial environment.

Key Responsibilities

Client Experience & Front-Office Operations

• Manage incoming phone calls, greet clients and guests warmly, and maintain a polished, professional office environment.
• Coordinate and schedule client and internal meetings, manage calendars, and oversee seamless meeting logistics.
• Support client onboarding activities, gather necessary documentation, and ensure adherence to all applicable CIRO and firm compliance requirements.

Operational Administration & Documentation

• Prepare professional correspondence, reports, and client-facing materials while tracking documentation accurately.
• Maintain CRM data integrity through periodic reviews and updates, ensuring all client records remain current and fully compliant.

Marketing, Digital Support & Events

• Assist with content preparation, posting schedules, and messaging aligned with Raymond James brand standards.
• Support the planning and execution of client events, seminars, and community initiatives.
• Maintain basic website content and coordinate updates with internal or external partners.

GenAI & Modern Productivity Tools

• AI-Assisted Drafting: Utilize approved, secure GenAI tools to draft emails, summarize documents, prepare meeting notes, and generate first-pass report versions.
• AI-Enhanced Research: Leverage secure AI tools to gather background information, compare data, or prepare briefing materials.
• Workflow Automation: Apply AI-powered tools to streamline repetitive tasks such as document formatting, data organization, and template creation.
• Responsible AI Use: Adhere strictly to privacy, compliance, and data-handling protocols when using technology in a regulated financial setting.

Qualifications & Required Skills

• Education: Post-secondary education in finance, business, financial planning, or wealth management preferred.
• Industry Experience: Previous experience in financial services or a CIRO-regulated environment is considered a strong asset.
• Licensing: CIRO Investment Representative license (or the ability/willingness to obtain it within 6 months). U.S. licensing may be discussed depending on scope.
• Technical Skills: Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, OneNote, Outlook) and modern browsers; willingness to learn new technologies and AI-supported workflows.
• Core Attributes: Meticulous attention to detail, strong verbal and written communication skills, proactive self-direction, and a collaborative, team-oriented approach.
• Language: Proficiency in English required; additional languages are an asset.

What We Offer

• Compensation & Rewards: Competitive full-time salary of $45,000–$48,000, plus a discretionary performance bonus.
• Benefits & Time Off: Comprehensive benefits package, vacation time, paid volunteer days, and professional development support.
• Growth & Support: Full reimbursement for required industry licensing and a clear pathway for internal career growth within a people-first culture.

Apply via email with the subject line: “Full name: Role (Company Name)”

About the Company

At Raymond James, we develop, collaborate, decide, deliver, and improve together. As one of Canada’s leading independent investment dealers, Raymond James Ltd. offers high-quality investment products and services designed to provide customized wealth solutions. At our Vancouver office, Weinmar Wealth fosters a supportive, collaborative, and forward-thinking environment where your contributions are valued from day one.