Administrative Support at Raymond James

Be a key player in client relations as a full-time Administrative Assistant at Cindy Boury Private Wealth Management in Abbotsford, BC. Your organizational skills and attention to detail will shine in this supportive role.

Cindy Boury Private Wealth Management, part of Raymond James Ltd., is looking for a dedicated Administrative Assistant to support their financial advisors. In this position, you will handle client requests, maintain files, and assist with paperwork to facilitate a smooth workflow. The focus is on delivering exceptional customer service and fostering teamwork within a supportive environment.

Key Responsibilities:

• Manage daily administrative tasks for clients

• Assist with paperwork and reporting processes

• Respond to client inquiries via phone and in person

• Maintain and update Financial Advisor files

• Process transactions and follow up accordingly

Requirements:

• Excellent communication skills, both verbal and written

• Proficient with Microsoft Office Suite and CRM

• Detail-oriented with strong organizational skills

• Ability to manage tasks under tight deadlines

• Strong customer service focus and professional demeanor

Enhance your career in a rewarding role, while supporting client needs in Abbotsford at Raymond James.
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