Raymond James Ltd. is Canada’s leading independent investments dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
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 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 in a financial services firm, 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.
The successful candidate that joins Tasker Wealth, a team made up of passionate individuals that are relationship – driven and whos’ goal is to provide the best service to their clients will flourish here.
Responsibilities:
- Be responsible for and support the team with paperwork in preparing, distributing and processing client documentation (primarily digital)
- Prepare professional correspondence, reports, documents and files
- Support client’s general day to day requests in a timely confidential manner
- Be responsible for scheduling client portfolio review meetings and assist with preparing the review presentations
- Assist with marketing initiatives
- Communicate internally with various operational and administrative departments
- Operate the Customer Relationship Management (CRM) software
- Offer vacation coverage to Senior Sales Assistants
- Support the Financial Advisors in growth of the overall businesses
- Maintain files and general office duties
What can you expect from us?
Our most important investment is people. This role may offer flexible workstyles and it comes with a competitive compensation package. Our benefits include Health Benefits, Paid time off, Volunteer Days, Discretionary Bonus, Tuition Reimbursement, and more!
What do we expect from you?
- Proficiency in Microsoft Office with a willingness and ability to learn new applications
- Strong verbal, written, and interpersonal communication skills with both clients and colleagues
- Proficiency in quantitative analysis and adept problem-solving skills
- Flexibility and adaptability to a dynamic and fast-paced environment
- Excellent attention to detail
- Ability to prioritize, multitask, work within time constraints, and follow up
Education and Experience:
- A minimum of 3 years of industry related experience and
- Experience in the investment brokerage, financial services, banking or accounting industry an asset.
Licenses and Certifications:
- Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required; or a willingness to pursue the IR Licensing within 12 months of joining
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, and respect the uniqueness, experiences, and backgrounds of all our associates. When associates bring their best authentic selves, 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 based on merit and business needs.
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)
Total compensation package is dependent on experience and licensing credentials. Base salary is $47,500 to $52,500 per annum plus, annual discretionary bonus, paid vacation, benefits and tuition reimbursement for industry required classes.
Job
Wealth management
Primary Location
CA-BC-Langley-Langley
Organization
PCG IFS
Schedule
Full-time
