Administrative Assistant at Raymond James

Nanaimo, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

55000.0

Posted On

05 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Support, Client Service, Self-Motivated, Problem Solving, Time Management, Communication, Organization, Attention To Detail, Teamwork, Proactive, MS Office, CRM Software, Correspondence Preparation, Inventory Management, Social Media Usage

Industry

Financial Services

Description

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; Service 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; and Perform general office support duties, including maintaining a clean and organized kitchen area, managing office supply inventory and orders, preparing beverages for clients, and completing occasional errands such as depositing cheques to the bank. What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, 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) and business related software; Previous experience with use of Social Media (Facebook, LinkedIn, Twitter, Instagram & YouTube); 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 4 years of administrative experience; Post-secondary education; and IR (Investment Representative) licensing is an asset or must be able to obtain within 12 months of joining. 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: Base salary of $50,000-$55,000 with potential total compensation of up to $70,000 through additional performance and other bonuses/incentives. This posting is for an existing vacancy. At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Responsibilities

The Administrative Assistant will provide essential administrative support to the Financial Advisor team, focusing on delivering outstanding service to clients by handling all incoming and outgoing communications and managing documentation. Key duties include preparing professional correspondence, maintaining the CRM software, managing client service programs, and performing general office support tasks.