Administrative Assistant

Raymond James Ltd.; Toronto; On-site; CAD 45,000 - 50,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Job summary

Raymond James Ltd. is seeking an Administrative Assistant in Toronto to provide essential administrative support to the Financial Advisor team and deliver outstanding client service.

The role requires a proactive self-starter with strong organizational skills and the ability to work independently or as part of a team. You will handle calls, manage paperwork, prepare reports, and maintain CRM, with opportunities to engage in social media campaigns and internal communications.

Qualifications

• Minimum 2 years of administrative experience.
• Post-secondary education.
• Knowledge of MS Office and CRM software is a plus.
• Experience with social media management is a plus.
• Ability to work under deadlines and in a team.

Responsibilities

• 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 CRM software;
• Manage the WOW service client program; and
• Initiate and manage a proactive social media campaign.

Skills

Organizational skills

Problem solving

Attention to detail

Independent learner

Proactive

Teamwork

Professional communication

Education

Post-secondary education

Tools

MS Office

CRM software

Social media platforms

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 client. 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; and
• Initiate and manage a proactive social media campaign.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers 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 can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a 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; and
• Work in a team environment and demonstrate a professional and friendly manner.

Education And Experience

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

Licenses and Certifications

• CIRO licensed is an asset.

How to set yourself a part?

• Previous experience using a CRM (Customer Relationship Management) software 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

Salary Range: $45,000 - 50,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

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.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Job

Wealth management

Primary Location

CA-ON-Toronto-Toronto

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time