Administrative Assistant at Raymond James
Job Description & How to Apply Below
In this full-time role, you'll support the management team with your expertise in the investment sector. Your responsibilities will include staff communications, compliance reporting, event coordination, and enhancing client relationships. Previous experience as a licensed Sales Assistant in the Investment Industry is essential for thriving in this dynamic environment.
Key Responsibilities:
• Support staff communications and onboarding processes
• Assist Branch Compliance Supervisor with reporting
• Organize meetings and coordinate required resources
• Foster client relationships through proactive problem-solving
• Enter trades and manage account documentation
Requirements:
• Minimum three years' experience in Investment Brokerage
• Proficiency in MS Office applications
• Excellent verbal and written communication skills
• Ability to prioritize tasks and follow through
• Knowledge of industry conduct and securities regulations
Drive operational excellence and client satisfaction as an Assistant Branch Administrator at Raymond James in Vancouver.
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