Administrative Assistant at Raymond James

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

04 Jun, 26

Salary

60000.0

Posted On

06 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Client Relationship Management, Communication Skills, Attention To Detail, Multitasking, Prioritization, Social Media, Marketing, Client Engagement, Scheduling, Research, Project Management, Microsoft Office Suite, Initiative, Adaptability, Software Proficiency

Industry

Financial Services

Description

Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our IFS – Ameli – Toronto Office (Berkeley St). Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The ideal candidate will have at least 2 years of previous experience, ideally in a financial services firm, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable working in a fast-paced, dynamic environment and be able to adapt to changing needs and priorities. The successful candidate will provide administrative support to the Advisory Team/Practice, while also playing a key role as a team member in business development, client relationship, social media, and client engagement. Core Responsibilities: • Process and address client account management and administration. • Manage and resolve client requests and administrative accounting needs. • Manage schedules, including coordinating meetings and appointments • Work within the team to support client plans and portfolio management programs. • Assist with client communication, marketing, and general client needs. • Coordinate and liaison with Raymond James corporate contacts to support client needs and support. • Coordinate and liaison with client professional contacts and experts. • Act in a client relationship role, attending to client requests and coordinating client requirements with team. • Perform other administrative tasks as needed, conducting research, and managing projects. • Assist in working with team to support social media accounts, create, and schedule posts, monitor engagement. • Assist in working with team to support other marketing and brand building initiatives. Requirements: • 2+ years of previous experience in a similar role. • Experience in financial services - account administration and client relationship management. • Excellent communication skills, both written and verbal. • Strong attention to detail and ability to multitask. • Proficiency in Microsoft Office Suite, social media platforms, etc. • Ability to work independently and take initiative. • Comfortable working in a fast-paced, dynamic environment. • Able to learn and incorporate new software proficiently • AI proficiency a benefit (i.e. Co-pilot Assistant). Salary Range: $50,000-60,000 in addition to competitive performance bonuses/incentives. If you are interested in joining our team, please submit your cover letter and resume and cover letter, quoting the position by 03/31/26 to: Contact: Peter Ameli Agency: Ameli & Associates Personal Wealth Management of Raymond James Ltd. Address: 2 Berkeley Street, Suite 401, Toronto, Ont., M Phone number:416 – 640-7772 Email: peter.ameli@raymondjames.ca 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. We thank all candidates for their interest and advise that only those under consideration will be contacted. Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution 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.

Responsibilities

The Administrative Assistant will provide essential administrative support to the Advisory Team, handling client account management, processing administrative accounting needs, and managing schedules. Key team roles include supporting business development, client relationship activities, social media management, and general client engagement.