Office Administrator

Job Description
- Office Administrator (2600616)

Office Administrator - 2600616

BLA Private Wealth | Raymond James Ltd.

At BLA Private Wealth, we help successful individuals, professionals, business owners and families build, preserve and transition wealth through disciplined investment management and thoughtful planning. Our practice is built on a personalized approach that integrates portfolio management, tax-efficient wealth strategies, retirement planning, estate considerations, and cross-border expertise for Canadian and U.S. clients.

We are seeking an Office Administrator/Manager to join our team. The ideal candidate will have a minimum of 1 year of experience, preferably in a small office setting.
This will be a full-time, in-office position of 30-37.5 hours per week.

Key responsibilities include:

• Filing and File Management.
• Answering phones and returning phone calls.
• Assisting with client inquiries and responding to clients.
• Office management.
• Greeting clients upon arrival.
• Assisting other team members as required.
• Implement and participate in marketing activities.
• Help with social media posting/advertising activities.
• Help with event planning.

What you must have:

• Comfortable handling telephone conversations with clients and prospective clients.
• Detail-oriented, with strong organizational skills and the ability to prioritize completing tasks.
• The ability to thrive in a fast-paced environment.
• Excellent English communication skills (reading, writing, and speaking).
• Ability to work both independently and collaboratively within a team.
• Willingness to take on additional responsibilities as needed.
• Strong proficiency in Microsoft Excel, Word, PowerPoint, and Canva is required.

Waterloo, Ontario
Full-time, permanent position
In-office role

We thank all candidates for their interest and advise that only those under consideration will be contacted.

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contributions of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.

Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at . 3

Macs, Mac Dougall,Mac Dougall & Mac Tier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.