Administrative Assistant

Job Description - Administrative Assistant (2600594)

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Administrative Assistant
How does the role impact the organization?
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 client.

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.

What is the position responsible for?

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;

Communicate internally with various operational and administrative departments;

Maintain the Customer Relationship Management (CRM) software;

Manage our WOW service client program; and

Initiate and manage a proactive social media campaign.

What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offersa competitive compensation and benefits package. Our benefits range from 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.

What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible work styles, a competitive compensation and benefits package. Our benefits range from 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.

What do we expect from you?

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; and

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

Education and Experience

Minimum 2 years of administrative experience; and

Post-secondary education.

Licenses and Certifications

CIRO licensed is an asset.

How to set yourself a part?

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

We encourage our associates at all levels to:

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 Range:
$45,000 - 50,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity,…