Administrative Assistant

Raymond James Ltd.; Coquitlam; On-site; CAD 40,000 - 50,000; Full time

Job summary

Raymond James Ltd. in Coquitlam is seeking an Administrative Assistant to support the Wealth Manager and assist with client onboarding, correspondence, and scheduling. The role requires a detail‑oriented communicator who can handle multiple priorities in a fast-paced environment.

Applicants should have 2+ years of experience in a similar role, post‑secondary business education, proficiency with Microsoft Office, and strong problem‑solving abilities. Background checks are required.

Qualifications

• 2+ years of experience in an administrative role, preferably in financial services.
• Post-secondary education in a business-related field required.
• Excellent written and verbal communication.
• Strong attention to detail with ability to multitask.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Ability to work independently and take initiative.
• Comfortable working in a fast-paced environment.

Responsibilities

• Perform administrative tasks including drafting documents, assisting with account openings, and supporting ongoing projects.
• Handle emails and correspondence, drafting and responding on behalf of the lead advisor as needed.
• Manage schedules and coordinate meetings and appointments.
• Assist clients with Online Access setup, troubleshooting, and general support.
• Conduct regular client check-ins and follow up on outstanding items.
• Support business relationships, coordinating client tax packages, arranging meetings and events, and assisting with appreciation initiatives.

Skills

Microsoft Office

Communication skills

Attention to detail

Multitasking

Independent worker

Education

Post-secondary education in business

Job description

Job Description - Administrative Assistant (2600698)

Administrative Assistant - 2600698

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our Coquitlam Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The ideal candidate will have at least 2 years of previous experience, ideally in a financial services firm, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable working in a fast-paced, dynamic environment and be able to adapt to changing needs and priorities. The successful candidate will provide administrative support to the Wealth Manager, while also playing a key role in business development.

Responsibilities

• Perform administrative tasks as needed, including drafting documents, assisting with account openings, and supporting ongoing projects.
• Handle emails and correspondence, including drafting and responding to communications on behalf of the lead advisor as needed.
• Manage schedules, including coordinating meetings and appointments.
• Assist clients with Online Access setup, troubleshooting, and general support.
• Conduct regular client check-ins and follow up on outstanding items to maintain ongoing communication and address service needs.
• Support business relationships, including coordinating client tax packages, arranging meetings and events, and assisting with appreciation and relationship building initiatives.

Requirements

• 2+ years of previous experience in a similar role.
• Post-secondary education in a business-related field, completed or in final semester, is required.
• Excellent communication skills, both written and verbal.
• Strong attention to detail and ability to multitask.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Ability to work independently and take initiative.
• Strong problem-solving skills and willingness to learn.
• Comfortable working in a fast-paced, dynamic environment.

Salary Range: $40,000 - $50,000 based on Education, Work Experience, etc.

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.

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. www.cipf.ca