Administrative Assistant

Administrative Assistant

• 2401155

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Team Executive Assistant

How does the role impact the organization?

The primary role of the Administrative Assistant is to support one of the high producing Advisory teams ensuring the clients receive outstanding service are hardworking and have the ability to think outside the box. The position is responsible for scheduling and organizing meetings, running the office administration and day to day, servicing client requests and ensuring quality service and professionalism at every client and partner interaction. The successful candidate must be client-service driven, self-motivated, and love to interact with clients.

This is a supportive team environment which promotes personal career growth. Drawing on previous experience as an Administrative Assistant or Executive Assistant in a financial services firm, or upon a degree/diploma within Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated, and a team player.

What is the position responsible for?

• Providing support to two advisors on a fast paced growing team
• Foster and support client relationships by liaising with clients, responding to requests and demonstrating proactive problem solving;
• Schedule and organize meetings, including preparation and co-ordination by booking the facility, pre-mail, arranging required equipment, refreshments, etc., as required
• Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
• Head liaison and air traffic controller of the team and oversight of CRM - Salesforce
• Prepare for client meetings and have all meeting prep ready from the team for the lead advisor
• Basic financial administrative duties including sending funds, address change, client account agreement updates and one off documents
• Provide accurate, organized and efficient administrative support; collect and track data, research information, sort and distribute mail, balance and process expense reports, , proactively manage calendars, create and maintain files, and perform other administrative assignments as required
• Handle incoming and outgoing phone calls with high net worth clients and respond to requests for information;
• Proactive Self-starter: carry out special projects, as assigned and independently research, prioritize and follow up on status
• Event organizer – coordinating quarterly events remote or in person with between 10-100 clients
• Communicate internally with various operational and administration departments;
• Assisting with social media content creation and team branding of media appearances such as BNN Bloomberg, Globe & Mail, CTV etc.
• Prepare expense reports, monthly budget reports, invoice processing and purchase requisitions
• Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content; and
• Grow and take courses as required for regulatory purposes.

What can you expect from us?

Our most important investment is in people, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

Qualifications:

• A minimum of 1-2 years of industry related experience; and
• Basic fundamental investment concepts, practices, and procedures used in the securities industry;
• Administrative processes and procedures
• Compliance practices and regulations;
• CRM (Customer Relationship Management) software and maintaining/improving CRM databases is required
• Dataphile is an asset.
• Microsoft Office with a willingness and ability to learn new applications;
• LinkedIn, Facebook, and Twitter; YouTube and Instagram
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Experience in the real estate, financial services, customer service, hotel management industry is an asset.
• Completion of the Canadian Securities Course (CSC) is an asset.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Salary Range: BC (based on Education, Work Experience, etc) $45,000-$50,000 in addition to competitive performance bonuses/incentives.