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Added 6 mins ago
PT
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Raymond James Ltd.

Client Service Coordinator/Administrative Assistant

Waterloo, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 25, 2026
Experience: Minimum of 2 years of office administration experience, preferably within the wealth management industry.
Posting language: English
Posted: Oct 26, 2026

Original job description

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.

Job

Wealth management

Primary Location

CA-ON-ON-Waterloo

Organization

PCG IFS

Schedule

Full-time

Apply About employer

More about this job

Responsibilities

Support clients and advisors by greeting visitors, managing calls and emails, coordinating client meetings, and completing account-related tasks such as transfers, wires, account openings, and documentation. Maintain office operations and records, track follow-up items, and contribute to efficient workflows and high-quality client service.

Requirements

At least two years of office administration experience is required, preferably in wealth management; an Investment Representative license and knowledge of wealth management products and compliance are assets. Candidates should have strong communication, organization, accuracy, confidentiality, and Microsoft Office skills, and be able to work full-time in-office.

Skills

Client Service
Office Administration
Account Administration
Electronic Funds Transfers
Bank Wires
New Account Openings
Compliance Documentation
Client Communication
Meeting Coordination
Record Keeping
Attention To Detail
Confidentiality
Microsoft Office
Workflow Improvement
Social Media Marketing

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Client Service
Office Administration
Investment Representative License
CIRO
Electronic Funds Transfers
Bank Wires
Account Openings
Account Updates
Dealer Platforms
Custodial Platforms
Compliance
Client Documentation
Cheque Deposits
Microsoft Outlook
Microsoft Word
Microsoft Excel
Meeting Coordination
Client Communications
Record Keeping
Filing
Workflow Improvement
Social Media
Marketing
Background Verification
Credit Check
Criminal Record Check

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