Job Description
Executive Wealth Advisors of Raymond James is hiring a full-time (40 hours) experienced Administrative Assistant/Receptionist. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
You will assist the Branch Administrator in managing the office. You will provide comprehensive support to the branch team, and clients. This is an hourly full-time position with the opportunity for growth and advancement, with competency and securities licensing exams.
Specifically, you will:
- Greet clients, answer phone, route callers, take messages, and respond to general inquiries, both in person and on the phone;
- Schedule meetings with clients and industry representatives;
- Provide administrative support to Financial Advisors and the broader team;
- Process client documentation and requests such as funds transfers, account updates, bank deposits, account openings;
- Maintain a high level of confidentiality and discretion with client information;
- Ensure compliance with industry regulations and internal policies;
- Maintain stationery and supply levels;
- Open and distribute all mail;
- Perform project-based work for office team;
- Assist in developing and implementing work process documentation;
- Prepare monthly client cards to be mailed;
- Assist in maintaining contact database using CRM and client database software;
- Prepare boardroom for meetings;
- Manage additional monthly and quarterly administrative tasks;
- Perform light housekeeping duties including decorating the office seasonally, watering plants, putting out garbage/recycling weekly;
To qualify for this opportunity, you possess:
- Exceptional client service skills;
- Neat and organized demeanor;
- Able to manage several responsibilities at once;
- Proficiency with MS Word, Excel, and Outlook;
- Excellent communication skills;
- Knowledge and understanding of registered account types and general financial terms;
- Experience in Financial Services Industry preferred.
In addition, you:
- Are able to manage multiple tasks and changing priorities;
- Are a self-starter and possess good problem-solving skills;
- Have excellent time management skills;
- Are willing to work in a dynamic ‘team’ environment;
- Able to navigate a variety of personalities;
- This position is open to advancement, with Canadian Securities licensing.
If you are interested in joining our team, please submit your cover letter and resume and cover letter, quoting the position to:
Jackie Ramler
Raymond James Ltd.
186 Bayfield Street
705.721.5919
jackie.ramler@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.
Job Wealth management
Primary Location CA-ON-Barrie-Barrie
Organization PCG IFS
Schedule Full-time
Job Tags
Hourly pay, Full time, Work at office,