Administrative & Marketing Assistant

About the role

The Wealthy Life Group at Raymond James Ltd. is seeking a proactive Administrative & Marketing Assistant to support both operational and client‑facing activities. You will work in a fast‑paced environment, balancing administrative precision with creative marketing support.

Key responsibilities

• Manage new account openings, client confirmations, documentation, and coordinate with internal operational teams.
• Maintain and update client account information, process revisions, and facilitate asset transfers.
• Prepare client correspondence, tax documents, business reports, investment policy statements, portfolio evaluations, and proposals.
• Conduct research and analysis to support team initiatives and identify operational issues.
• Deliver high‑standard client service via phone, email, and in‑person, fostering strong relationships.
• Support business development through prospecting assistance and client‑facing initiatives.
• Manage compliant digital marketing content on LinkedIn and the team website, coordinate newsletters, market updates, educational resources, and event invitations.
• Monitor engagement metrics, maintain client segmentation lists, and ensure all communications meet regulatory requirements.

Required profile

• Self‑motivated with exceptional administrative abilities.
• Dependable, deadline‑driven, and able to work independently or within a team.
• Proactive problem‑solver who thrives in a fast‑paced environment.
• Strong interpersonal skills and a collaborative mindset.

Required skills

• LinkedIn content management

What we offer

• Flexible workstyles (eligible employees)
• Competitive compensation and benefits package
• Health benefits, RRSP matching, employee stock purchase plan
• Paid time off, volunteer days, discretionary bonuses
• Tuition reimbursement and professional development opportunities