Administrative Assistant

Raymond James Ltd.; Coquitlam; Vor Ort; CAD 40.000 - 50.000; Vollzeit

Zusammenfassung

Raymond James Ltd. is seeking an Administrative Assistant to support the Wealth Manager in our Coquitlam office. The role involves drafting documents, assisting with account openings, coordinating meetings, and handling client communications in a fast-paced environment.

You will provide foundational administrative support, handle multi-task priorities, and contribute to business development efforts while maintaining exceptional attention to detail and strong communication skills.

Qualifikationen

• 2+ years of experience in a similar administrative role.
• Post-secondary education in a business-related field is required.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to multitask.

Aufgaben

• Draft documents and assist with account openings.
• Support ongoing projects and client communications.
• Manage schedules and coordinate meetings and appointments.
• Assist clients with Online Access setup and general support.
• Conduct regular client check-ins to address service needs.
• Support business relationships and coordination of client events.

Kenntnisse

Communication skills

Multitasking

Attention to detail

Independent work

Ausbildung

Post-secondary education in business

Tools

Microsoft Office

Jobbeschreibung

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.

Job

Wealth management

Primary Location

CA-BC-Coquitlam-Coquitlam

Organization

PCG IFS

Schedule

Full-time