Financial Advisor Assistant at Raymond James

Vancouver, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

16 Feb, 26

Salary

55000.0

Posted On

18 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Skills, Organizational Skills, Problem Solving, Attention To Detail, Customer Service, CRM Software, Communication, Teamwork, Self-Motivated, Proactive, Time Management, Microsoft Office, Social Media Management

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. Financial Advisor 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 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 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), Internet Explorer and business related software; 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 Completion of the Canadian Securities Course (CSC) 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 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. Salary Range: BC (based on Education, Work Experience, etc) Salary Range: BC (based on Education, Work Experience, etc) Base salary of $50,000-$55,000 with potential total compensation of up to $85,000 through additional performance and other bonuses/incentives.

Responsibilities

The Financial Advisor Assistant will provide administrative support to the Financial Advisor team and deliver outstanding service to clients. Responsibilities include managing paperwork, handling phone calls, and maintaining CRM software.