Administrative Assistant (evergreen)

Raymond James Ltd.; Victoria; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading investment firm in Canada is seeking an Administrative Assistant to support the Financial Advisor team. The ideal candidate has at least 2 years of administrative experience and possesses exceptional organizational and problem-solving skills. Responsibilities include managing phone calls, paperwork, and CRM software, along with providing outstanding client service. The role offers competitive compensation and flexible work styles.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Tuition Reimbursement

Discretionary Bonuses

Qualifications

• Minimum 2 years of administrative experience.
• Completion of the Canadian Securities Course (CSC) is an asset.
• Prior experience using CRM software is an asset.

Responsibilities

• Handle all incoming and outgoing phone calls.
• Manage and maintain all paperwork.
• Prepare professional correspondence and reports.
• Respond to requests for information in a timely manner.
• Service clients’ general day-to-day requests.
• Maintain the Customer Relationship Management (CRM) software.
• Initiate and manage a proactive social media campaign.

Skills

Organizational skills

Problem-solving skills

Knowledge of MS Office

Experience with Social Media

Attention to detail

Teamwork

Education

Post-secondary education

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

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.

How does the role impact the organization?

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.

What can you expect from us?

Our most important investment is in people. Upon eligibility, 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.

Qualifications

• 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

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

How to set yourself apart?

• 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

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].

The salary range for this position is $45,000-$55,000 in addition to competitive performance bonuses/incentives.