Administrative Assistant
Job Description & How to Apply Below
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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