Administrative Assistant

Administrative Assistant (Full-Time) – 2600389

Cindy Boury Private Wealth Management of Raymond James Ltd. is seeking a full‑time Administrative Assistant to work in our Garden Court branch office in Abbotsford BC.

The primary role of the Administrative Assistant is to support a team of financial advisors. Responsibilities include client service, preparing for meetings, processing paperwork and servicing client requests. This position supports a collaborative work environment and personal career growth.

Hours:

8:30 AM – 4:30 PM, Monday to Friday. Position available immediately.

• Support clients’ general day‑to‑day administrative duties in a timely and confidential manner.
• Assist and support the team with paperwork and reporting, manage head office correspondence, and facilitate the account opening process for new clients.
• Answer client phone calls and respond to general inquiries on the phone or in person.
• Maintain Financial Advisor files, update accounts and other general office duties.
• Process and follow‑up on security transactions and transfers.
• Support client relationships by liaising with clients, responding to requests and proactively solving problems.
• Ensure all paperwork is completed correctly and in adherence to regulatory requirements.
• Perform project‑based work and a variety of routine office duties as required.
• Other duties as assigned.

• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint & Outlook), and CRM experience is an asset.
• Meticulous attention to detail.
• Ability to work within tight deadlines.
• Ability to work both independently and in a team environment and demonstrate a professional manner.
• Outstanding customer service skills.
• Ability to handle confidential information.
• Strong organizational and problem‑solving skills.
• Ability to manage your own time and be a self‑starter on given tasks.
• Dependable, responsible nature.

• Experience in the financial investment industry.
• Previous experience in a Financial Administrative position.
• Experience with the Dataphile program and/or CRM software.

This is a permanent full‑time position. Compensation will be discussed based on experience and qualifications.