Raymond James Independent Financial Services seeking a full-time Customer Service Assistant to work in our Langley office. 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.
Your self-motivated, energetic nature, exceptional administrative skills, and dependable character make you well-suited for the role. You possess the ability to work independently or as part of a team while meeting deadlines. Your proven effective time management skills and dedication to client service show that you are willing to go the extra mile to complete tasks.
Responsibilities:
- Answer client queries and provide the appropriate information when requested
- Record all client interactions using CRM
- Coordinate schedules and appointments for the lead agent
- Manage office correspondence, emails, and phone calls
- Prepare and maintain documents, reports, and presentations
- Organize and maintain filing systems
- Assist in the planning and execution of meetings and events
Requirements:
- At least 3 years of experience working within regulated financial services industry as Admin/Sales Assistant to Investment Advisors
- CIRO Licensed (IR or RR) Mandatory
- Trade execution experience
- Knowledge of industry regulatory rules, relevant legislation and requirements and keeping up with systems and regulatory changes
- Understands the importance of Compliance with established operating procedures and protocols
- Excellent oral and written communication skills
- Exceptional interpersonal skills when interacting with clients and internal colleagues
- Proactive, confident, and professional approach to problem-solving, at times with minimal supervision
- Detail oriented with advanced knowledge of administrative functions and procedures
- Takes ownership of tasks and consistently shows initiative in finding solutions
- Proficiency with MS Office (Word, Excel, PowerPoint & Outlook), Internet Explorer, and contact management software
Skills & Qualifications:
- Licensed as an Investment Representative (IR) or Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO), and a well-rounded knowledge of the securities industry
- 3+ years of experience working in Wealth Management and managing client relationships and assets
- Excellent communication and interpersonal skills
- Excellent organizational skills, with a strong attention to detail
- Demonstrated ability to meet deadlines, take initiatives and multi-task
- Ability to work independently, and effectively with employees and clients at all levels
- Intermediate to advanced computer skills: good working knowledge of MS Office programs; acts as a positive team-player – trustworthy, capable, and reliable
- Experience with Dataphile and Croesus would be an asset
Salary Range: BC (based on Education, Work Experience, etc.) $55,000-65,000 in addition to competitive performance bonuses/incentives.
If you are interested in joining our team, please submit your cover letter and resume and cover letter, quoting the position by 07/03/2026.
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.
