Senior Sales Assistant at Raymond James

Calgary, Alberta, Canada -

Full Time

Start Date

Immediate

Expiry Date

06 Jan, 26

Salary

0.0

Posted On

08 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Support, Attention To Detail, Interpersonal Skills, Problem-Solving, Project Management, Data Management, Microsoft Office, Client Service, Communication Skills, Organization, Teamwork, Dynamic Environment, Bookkeeping, Social Media Management, Event Planning, Travel Coordination

Industry

Financial Services

Description

Raymond James Independent Financial Services is seeking a full-time Senior Sales Assistant for one of our independent branches. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs. We are seeking an energetic and driven professional to provide top-tier administrative support. The ideal candidate will have meticulous attention to detail, a positive attitude, and exceptional interpersonal skills. We prioritize delivering elite client experiences. Key Responsibilities: • Provide comprehensive administrative support to the Sr. Wealth Advisor. • Draft, review, and edit correspondence, including letters, invoices, presentations, and reports. • Manage the Sr. Wealth Advisors’ calendar, including scheduling and confirming appointments, meetings, and conferences. • Coordinate and book travel arrangements, including preparing travel schedules. • Maintain office supplies and organize common areas; manage relationships with external suppliers (e.g., building management, cleaners). • Handle bill payments, bookkeeping, and coordinate employee benefits. • Liaise with Raymond James Ltd. head office. • Plan and manage staff events, such as the annual Christmas party and golf tournaments. • Ensure industry registrations and enrollments remain current. • Manage marketing materials, including website updates, brochures, and wealth binders. • Manage Social Media material and postings. Qualifications: • Minimum 5 years’ experience in an office environment. • Ability to work independently and as part of a team while delivering exceptional client service. • Strong administrative, data management, and project management skills. • Ability to respond quickly in a dynamic environment and manage multiple priorities. • Excellent attention to detail, problem-solving skills, and computer proficiency, particularly with Microsoft Office. • Post-secondary education is an asset but not required. • CSC/CPH license is an asset but not required. Personal Attributes: • Enthusiastic, motivated, and a committed team player. • Reliable, professional, and personable with strong interpersonal skills. • Excellent oral and written communication skills. • Organized with the ability to manage projects effectively. • Able to thrive in a fast-paced environment and enjoy taking on increased responsibilities. Application Instructions: If you are interested in joining our team, please submit your cover letter and resume to: Doug Pinder IFS Calgary Raymond James Ltd 1900 11th Street SE, Calgary, AB T2G 3G2 Phone: 403-671-2433 Email: doug.pinder@raymondjames.ca We appreciate all applicants but will only contact those who align with our requirements. 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 Senior Sales Assistant will provide comprehensive administrative support to the Sr. Wealth Advisor, including managing calendars, drafting correspondence, and coordinating travel arrangements. Additionally, the role involves maintaining office supplies, managing marketing materials, and planning staff events.