Administrative Assistant

Raymond James (Canada); Montreal; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading investment firm is seeking an Administrative Assistant in Montreal to provide support to the Financial Advisor team and enhance client service. The ideal candidate will have at least 2 years of experience in an administrative role, be self-motivated, and proficient in MS Office and social media management. This full-time temporary position offers a competitive compensation package, including flexible workstyles and various benefits.

Benefits

Flexible workstyles

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Tuition Reimbursement

Qualifications

• Professional fluency in English and French is an asset.
• A proactive self-starter with a ‘can do’ attitude.

Responsibilities

• Providing administrative support to the Financial Advisor team.
• Handling all incoming and outgoing phone calls.
• Managing and maintaining paperwork.

Skills

Knowledge of MS Office

Organizational skills

Problem-solving skills

Social Media experience

Attention to detail

Education

Post-secondary education

Minimum 2 years of administrative experience

Tools

CRM software

Job description

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.

Administrative Assistant

How does the role impact the organization?

Drawing on industry experience in a financial services firm or previous experience in an administrative role, you will be responsible for providing administrative support to the Financial Advisor team and outstanding service to clients. The right candidate is self‑motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. This position will support a dynamic team who is looking for a self‑starter who is able to connect with others, has a proactive approach to problem solving and enjoys working in a fast‑paced environment.

What is the position responsible for?

• Handle all incoming and outgoing phone calls;
• Manage and maintain all paperwork;
• Prepare professional correspondence and reports, documents, and files;
• Respond to requests for information in a timely manner;
• Service clients’ general day‑to‑day requests;
• Communicate internally with various operational and administrative departments;
• Maintain the Customer Relationship Management (CRM) software;
• Manage our WOW service client program;
• Initiate and manage a proactive social media campaign; and
• Manage website & membership

What can you expect from us?

Our most important investment is in people, 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.

What do we expect from you?

• Knowledge of MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business related software;
• Previous experience with use of Social Media (Facebook, LinkedIn, Twitter, Instagram & YouTube);
• Organizational and problem solving skills;
• The ability to learn independently;
• A proactive self‑starter with a ‘can do’ attitude and the desire to take ownership of their position;
• Pay meticulous attention to detail;
• Prioritize and manage multiple deadlines and tasks;
• Work in a team environment and demonstrate a professional and friendly manner; and
• Professional fluency in English and French is an asset.

Education And Experience

• Minimum 2 years of administrative experience; and
• Post‑secondary education.

Licenses and Certifications

• Completion of the Canadian Securities Course (CSC) is an asset.

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, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, 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 on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. 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.

Job: Wealth management

Primary Location: CA-QC-Montreal-Montréal

Organization: Branch

Schedule: Full‑time

Status: Temporary Full‑Time