What are the responsibilities and job description for the Administrative Assistant position at Raymond James Financial Services?
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.
Team Administrative Assistant
How does the role impact the organization?
The primary role of the Administrative Assistant is to support one of the high producing Advisory teams ensuring the clients receive outstanding service.
The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, with a focus on customer service and a willingness to go above and beyond what is asked. This is an entry level position within a supportive team environment whose contributions are important to the success of the client relationship with the Financial Advisor, and to the success of team as a whole. The candidate should be drawing on previous experience as an Administrative Assistant or in a financial services firm, or upon a degree / diploma within Business Administration. They 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?
- Provide accurate, organized and efficient administrative support to two advisors on a fast-paced growing team;
- Be responsible for and support the team with paperwork & manage head office correspondence;
- Basic financial administrative duties including sending funds, address changes, client account agreement updates and other documents in the everyday management of clients financial accounts;
- Communicate internally with various operational and administration departments;
- Process and follow up on security transactions and transfers;
- Assist during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
- Handle incoming and outgoing phone calls with clients and respond to requests for information;
- Schedule and organize client meetings;
- Maintain Financial Advisor files;
- Perform general office duties; and
- Prepare for client meetings
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.
