Administrative Assistant (Evergreen)

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

Benefits offered by this job

Health Benefits

RRSP Matching

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Bonuses

Tuition Reimbursement

Job summary

An established industry player is seeking a proactive Administrative Assistant to support their Financial Advisor team. This role is perfect for a self-motivated individual who thrives in a fast-paced environment and is committed to delivering exceptional client service. You will manage communications, maintain organized records, and coordinate with various departments while utilizing your expertise in MS Office and CRM software. With a competitive compensation package and opportunities for professional growth, this position offers a dynamic work environment where your contributions will be valued.

Qualifications

• Minimum 2 years of administrative experience required.
• Proficiency in MS Office and business-related software is essential.

Responsibilities

• Handle incoming and outgoing phone calls and manage paperwork.
• Prepare professional correspondence and respond to client requests.

Skills

MS Office (Word, Excel, PowerPoint, Outlook)

Social Media Platforms (Facebook, LinkedIn, Twitter, Instagram, YouTube)

Organizational Skills

Problem-Solving Skills

Attention to Detail

Education

Post-secondary education

Tools

CRM software

Job description

Join to apply for the Administrative Assistant (Evergreen) role at Raymond James Ltd.

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

Raymond James Ltd. is Canada’s leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

Administrative Assistant (Evergreen)

How does the role impact the organization?

Drawing on industry experience in financial services or previous administrative roles, you will provide support to the Financial Advisor team and deliver outstanding client service. The ideal candidate is self-motivated, highly organized, dependable, and capable of working independently or in a team environment within deadlines. This role supports a dynamic team seeking a proactive, problem-solving self-starter who thrives in a fast-paced setting.

What is the position responsible for?

• Handle all incoming and outgoing phone calls
• Manage and maintain paperwork
• Prepare professional correspondence, reports, documents, and files
• Respond promptly to information requests
• Service clients’ daily requests
• Coordinate internally with operational and administrative departments
• Maintain CRM software
• Manage the WOW client service program
• Initiate and oversee social media campaigns

What can you expect from us?

Our most valuable resource is our people. We offer flexible workstyles, a competitive compensation and benefits package including Health Benefits, RRSP Matching, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Bonuses, Tuition Reimbursement, and more. We promote internal growth and community involvement.

What do we expect from you?

• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook), and business-related software
• Experience with social media platforms (Facebook, LinkedIn, Twitter, Instagram, YouTube)
• Strong organizational and problem-solving skills
• Ability to learn independently
• Proactive attitude and ownership of responsibilities
• Attention to detail
• Ability to prioritize and manage multiple deadlines
• Professional and friendly demeanor in team settings

Education and Experience

• Minimum 2 years of administrative experience
• Post-secondary education

Licenses and Certifications

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

How to stand out?

• Experience with CRM software is an asset

Our values

• Grow professionally and inspire others
• Collaborate to achieve outcomes
• Make prompt, client-focused decisions
• Take ownership and accountability
• Contribute to the firm’s evolution

Raymond James values diversity and is committed to equal opportunity employment. Candidates requiring accommodations should contact Human Resources at [e-mail].

Salary Range: $45,000-50,000 plus performance bonuses/incentives.

Location: Vancouver, BC

Employment Type: Full-time, Permanent

Seniority Level: Entry level