Administrative Assistant

Raymond James Financial; Victoria; On-site; CAD 45,000 - 50,000; Part 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 to support our Wealth Management practice. The ideal candidate is organized, detail-oriented, and client-focused in a fast-paced environment.

The team is open to both full-time and part-time arrangements, with morning hours for part-timers based on business needs and candidate availability. Strong communication and organization are essential.

Qualifications

• 2+ years of administrative or customer service experience is an asset but not required.
• Excellent communication and organizational abilities.
• High attention to detail and strong follow-through.
• Ability to manage multiple priorities independently.
• Financial services experience is an asset but not required.

Responsibilities

• Manage incoming calls and client inquiries.
• Schedule appointments and maintain calendars.
• Prepare correspondence, reports, and client documentation.
• Maintain client records and CRM information.
• Assist with general office administration and paperwork.
• Support client service initiatives and day-to-day requests.
• Coordinate with internal teams to ensure efficient operations.

Skills

Administrative experience

Communication skills

Organizational skills

Multi-tasking

Tools

CRM software

Microsoft Office

Job description

Job Description - Administrative Assistant (2600490)

At Raymond James, wedevelop,wecollaborate,wedecide,wedeliver, andweimprove 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 this role impact the organization?

We are seeking a professional, organized, and client-focused Administrative Assistant to support our growing Wealth Management practice.

The ideal candidate is detail-oriented, proactive, and enjoys building relationships while providing exceptional service in a fast-paced environment.

The team is open to considering both full-time and part-time candidates. For the right candidate who is unable to commit to a full-time schedule, a part-time arrangement may be considered. Part-time hours would be scheduled Monday through Friday during morning hours, with the exact schedule to be determined based on business needs and candidate availability.

What is the position responsible for?

• Manage incoming calls and client inquiries.
• Schedule appointments and maintain calendars.
• Prepare correspondence, reports, and client documentation.
• Maintain client records and CRM information.
• Assist with general office administration and paperwork.
• Support client service initiatives and day-to-day requests.
• Coordinate with internal teams to ensure efficient operations.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offersflexible 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.

Education and Experience

• 2+ years of administrative or customer service experience is an asset but not required.
• Excellent communication and organizational abilities.
• High attention to detail and strong follow-through.
• Ability to manage multiple priorities independently.
• Financial services experience is an asset but not required.

Why Join Us?

• Work alongside an experienced and supportive Wealth Management team.
• Opportunity for professional growth and industry education.
• Collaborative, client-focused culture.
• Competitive compensation and benefits package.
• Meaningful work helping clients achieve their financial objectives.

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.

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