First seen by our source: 12 days ago
Client Service Coordinator/Administrative Assistant
@ Raymond James Ltd.
Waterloo, Ontario
Overview
Raymond James Ltd. is hiring a full-time, in-office Client Services Coordinator and Administrative Assistant for BLA Private Wealth in Waterloo, Ontario. The role supports advisors with client reception, account administration such as EFTs, wires and new account paperwork, and general office operations. The posting asks for at least 2 years of office administration experience, preferably in wealth management.
Responsibilities:
- Greet clients and handle incoming calls and emails
- Prepare EFTs, bank wires and client instructions
- Assist with new account openings and documentation
- Complete cheque deposits and bank runs
- Maintain office operations, filing and mail
Requirements summary:
- Minimum 2 years of office administration experience
- Wealth management or CIRO experience preferred
- Investment Representative licence is an asset
- Strong attention to detail and confidentiality
- Proficiency with MS Office
Tools & skills
Source and dates
Employer career site / ATS feed · taleo
- Employer posting date
- Not provided
- First seen by our source
- 2026-10-26
- Source record updated
- 2026-10-26
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Administrative |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Investment Representative (IR) |
| Background checks | credit, criminal record |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Raymond James Ltd.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Power of Personal
Full company description
Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that helped shape Canada’s financial landscape. In 2016, the combination of Raymond James Ltd. and 3Macs (MacDougall, MacDougall & MacTier Inc.), founded in 1849, further strengthened our private client business and helped establish Raymond James as Canada’s largest independent investment dealer. Today, we are a proudly Canadian firm providing personalized wealth solutions to individuals, families and institutions nationwide. Our client‑first philosophy is guided by four core values: putting clients first, acting with integrity, thinking long‑term and valuing independence. Our vision—to be a firm as unique as the people we serve—shapes our culture, our partnerships and how we support advisors and associates. We believe diverse perspectives, meaningful relationships and a culture of independence drive better outcomes for clients and communities alike. Raymond James Ltd. is a member of the Canadian Investor Protection Fund (CIPF).
- LinkedIn followers
- 60,004
- People associated on LinkedIn
- 1,518
- Reported office locations
- 40 King Street west. P.O. Box 415, Toronto, ON M5H 3Y2, CA
- Cathedral Place, Vancouver, BC V6C 3L2, CA
- Business categories
- Wealth Management
- Finance
- Financial Services
- Other recorded names
- Raymond James
- Raymond James Ltd.
- Specialties
- Investments
- Estate Planning
- Financial Planning for individual and institutional clients and corporate issuers.
- trusts
- and Insurance
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 5,001-10,000 employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Year founded | 2001 |
| Specialties | InvestmentsEstate PlanningFinancial Planning for individual and institutional clients and corporate issuers.trustsand Insurance |
| Open jobs on Jobsy | 82 |
| View page |
Client Service Coordinator/Administrative Assistant
Waterloo - Lee IFS
BLA Private Wealth | Raymond James Ltd.
Waterloo, Ontario | Full-Time | In-Office
About BLA Private Wealth
BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high‑quality financial guidance. We are seeking a reliable, organized, and client‑focused Client Services Coordinator / Administrative Assistant to join our team. This is a full time, in office role to ensure our office runs smoothly and our clients receive outstanding service at every touchpoint.
Position Overview
The Client Services Coordinator supports the advisory team by managing administrative operations, completing account-related tasks, and serving as the first point of contact for clients. The ideal candidate has strong experience in financial services administration—preferably within CIRO environment—and brings a proactive, detail-oriented approach to daily tasks.
Key Responsibilities
Client & Advisor Support
Greet clients upon arrival and ensure a professional, welcoming experience.
Answer incoming phone calls and emails; triage and delegate inquiries to the appropriate advisor or team member.
Schedule and coordinate meetings for existing clients following structured communication cycles.
Account Administration
Prepare and submit one‑time electronic fund transfers (EFTs), bank wires, and other client instructions.
Assist with new account openings, updates, and documentation using dealer and custodial platforms.
Prepare paperwork and review for accuracy and compliance requirements.
Complete cheque deposits and bank runs as needed to support daily operations.
Office Operations
Maintain office supplies, manage mail and courier deliveries, and keep client areas organized and presentable.
Support general administrative processes, filing, document preparation, and record keeping.
Assist advisors with follow-up tasks, tracking outstanding items, and ensuring timely completion.
Contribute to ongoing improvements in workflow, efficiency, and client service standards.
Qualifications & Experience
Minimum of 2 years of office administration experience, preferably within the wealth management industry.
Investment Representative (IR) license is an asset (not required but strongly preferred).
Knowledge of wealth management products, compliance processes, and industry terminology is an asset.
Strong attention to detail, accuracy, and the ability to manage sensitive client information confidentially.
Excellent communication skills—both written and verbal.
Proficiency with MS Office (Outlook, Word, Excel) and comfort with learning new software platforms.
Must be able to work full-time, in-office, with professionalism and reliability.
Social media posting and marketing skills are definite assets.
Ideal Candidate Traits
Client-centered mindset with a positive attitude.
Highly organized, efficient, and comfortable managing multiple priorities.
Team-oriented, adaptable, and proactive in supporting advisors and clients.
Strong problem-solving skills and willingness to take ownership of tasks.
How to Apply
Interested candidates are invited to submit their résumé and a brief cover letter outlining their experience and suitability for the role.
We thank all candidates for their interest and advise that only those under consideration will be contacted.
We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contributions of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.
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