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
