Financial Administrative Assistant

Position: Financial Administrative Assistant Opportunity
Join the dynamic team at Raymond James Ltd as a Financial Administrative Assistant, supporting Financial Advisors and enhancing client services. This role requires strong administrative expertise and a proactive mindset.

With a minimum of 2 years of administrative experience, you will manage paperwork, respond to client needs, and communicate effectively within the organization. You’ll enjoy working in a fast-paced environment and must be self-motivated and detail-oriented.

Key Responsibilities:

• Handle incoming and outgoing client calls professionally

• Organize and maintain important financial documents

• Prepare reports and correspondence for the team

• Ensure smooth CRM software operations

• Launch and manage social media client engagement campaigns

Requirements:

• Minimum 2 years of administrative experience required

• Proficient in MS Office and business-related applications

• Excellent organizational skills and attention to detail

• Strong problem-solving and independent learning skills

• Ability to prioritize multiple tasks in a team setting

Enhance your career in financial services and support Raymond James' mission through dedicated administrative excellence.
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