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Administrative Assistant

Job in Kelowna, BC, Canada
Listing for: Raymond James Ltd.
Full Time position
Listed on 2026-06-07
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 50000 - 55000 CAD Yearly CAD 50000.00 55000.00 YEAR
Job Description & How to Apply Below
Administrative Assistant
Drawing on industry experience in a financial services firm or previous experience in an administrative role, you will be responsible for providing administrative support to the Financial Advisor team and outstanding service to clients.

The right candidate is self‑motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. This position will support a dynamic team who is looking for a self‑starter who is able to connect with others, has a proactive approach to problem solving and enjoys working in a fast paced environment.

Responsibilities

Handle all incoming and outgoing phone calls

Manage and maintain all paperwork

Prepare professional correspondence and reports, documents, and files

Respond to requests for information in a timely manner

Serve clients’ general day‑to‑day requests

Communicate internally with various operational and administrative departments

Maintain the Customer Relationship Management (CRM) software

Manage our WOW service client program

Initiate and manage a proactive social media campaign

Benefits
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Benefits include 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.

Requirements

Knowledge of MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business‑related software

Previous experience with use of Social Media (Facebook, Linked In, Twitter, Instagram & You Tube)

Organizational and problem‑solving skills

The ability to learn independently

A proactive self‑starter with a ‘can do’ attitude and the desire to take ownership of their position

Pay meticulous attention to detail

Prioritize and manage multiple deadlines and tasks

Work in a team environment and demonstrate a professional and friendly manner

Education and Experience

Minimum 2 years of administrative experience

Post‑secondary education

Licenses and Certifications

CIRO licensed is an asset

How to Set Yourself Apart

Previous experience using a CRM (Customer Relationship Management) software is an asset

Company Culture and Values

Grow professionally and inspire others to do the same

Work with and through others to achieve desired outcomes

Make prompt, pragmatic choices and act with the client in mind

Take ownership and hold themselves and others accountable for delivering results that matter

Contribute to the continuous evolution of the firm

Salary
Salary Range: $50, annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

Equal Opportunity Statement
Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. We demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates may contact Human Resources via email at

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