Administrative Assistant

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?

The primary role of the Administrative Assistant is to support a team of financial advisors to ensure that the team’s administrative function is managed efficiently and effectively. The position is responsible for scheduling, servicing client requests, preparing for client meetings, and ensuring client paperwork is up to date and accurate.

This is a supportive team environment which promotes personal career growth. Drawing on previous experience as an Administrative Assistant in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated, and a team player.

What is the position responsible for?

• Foster and support client relationships by, responding to requests and demonstrating proactive problem solving;
• Support clients’ general day-to-day administrative requests in a timely and confidential manner;
• Handle incoming and outgoing phone calls with clients and respond to requests for information;
• Action general account maintenance requests;
• Be responsible preparing for client portfolio review meetings;
• Prepare client review presentations in PowerPoint.
• Use data to prepare progress charts, action plans;
• Ensuring client comfort at meetings, such as preparing room, offering drinks, arranging parking, providing directions and/or escorting clients from parkade;
• Assist with all marketing initiatives including social media (LinkedIn), and updating website content such as photos and articles;
• Work within client relationship software such as Dynamics CRM to maintain accurate records;
• Run standard daily and monthly reports, and additional reports as needed by team members;
• Updating and maintaining various spreadsheets and trackers;
• Prepare agendas for internal and external meetings;
• Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
• Offer vacation coverage to senior Sales Assistant;
• Support the Financial Advisors in growth of the overall business;
• Maintain files and other general office duties;
• Grow and take courses as required for regulatory purposes;

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers 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.