Branch Assistant

Raymond James Financial; Ottawa; On-site; CAD 50,000 - 55,000; 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. in Ottawa is seeking a Branch Assistant to support daily operations in our IAS office. You will front-line greet clients, manage reception, process cheques, mail and courier tasks, and coordinate boardroom events.

The role requires strong organizational skills, proficiency with Microsoft Office, and at least 2 years in financial services. You will work closely with Investment Advisor Assistants and contribute to branch initiatives and client service excellence.

Qualifications

• Knowledge of Fundamental investment concepts, practices, and procedures in securities.

Responsibilities

• Greet and assist visiting clients and guests
• Cover reception and respond to general inquiries, in person and on the phone
• Handle and elevate urgent client calls
• Receive and process cheques/banking
• Sort and deliver mail and statements; assist with mail-outs for brokers
• Arrange courier pick-up and deliveries
• Photocopy, mail and email information
• Organize catering for meetings and book boardroom meetings
• Set up and clean up after presentations and client/advisor meetings
• Maintain cleanliness of common areas and office supplies/equipment
• Provide backup support to Financial Advisor Assistants in daily activity verification
• Foster client relationships by liaising with Investment Advisor Assistants
• Prepare and review daily reports and client correspondence; own project work
• Coordinate with branch marketing initiatives (events, mailings, website, social media)
• Support Branch Administrator & Branch Manager with general office administration

Skills

Microsoft Office

Time management

Customer service

Phone etiquette

Attention to detail

Communication

Team collaboration

Job description

Job Description - Branch Assistant (2600496)

Branch Assistant - 2600496

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.

Branch Assistant

How does the role impact the organization?

Raymond James Ltd. is seeking a Branch Assistant to work in our Ottawa IAS office.
The primary role of Receptionist/Branch Assistant is to provide operational and administrative support to the office. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations.

What is the position responsible for?

• Greet and assist visiting clients and guests;
• Cover reception and respond to general inquiries, both in person and on the phone;
• Handle and correctly elevate urgent incoming client calls;
• Receive and process all cheques/banking;
• Sort and deliver mail, status slips, monthly statements and assist with mail-outs for brokers;
• Accept, distribute and arrange all courier pick-up and deliveries;
• Photocopy, mail and email information;
• Organize catering for meetings, special events and luncheons; organize and book boardroom meetings;
• Set up prior to and clean up after boardroom presentations and individual client/advisor meetings;;
• Maintain cleanliness of common areas and office supplies & equipment;
• Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts, review of previous day’s transactions (trades, debits, transfers, errors) and account openings;
• Foster and support client relationships by liaising with Investment Advisor Assistants, responding to their requests, and proactive problem solving;
• Participate in preparing and reviewing daily reports, client correspondence, and taking ownership of project work;
• Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance and social media; and
• Support the Branch Administrator & Branch Manager with general office administration.

What can you expect from us?

Our most important investment is in people, 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.

Qualifications

• Knowledge of Fundamental investment concepts, practices, and procedures used in the securities industry.
• Microsoft Office with a willingness and ability to learn new applications;
• Skills in time management with the ability to prioritize, multitask, and work within time constraints;
• Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Assist others with flexibility and willingness as required;
• Work independently as well as collaboratively within a team environment;
• Maintain a professional manner to establish and maintain effective working relationships at all levels of the organization;
• Exercise tact and discretion in the handling of confidential information; and
• A minimum of 2 years’ experience in the Investment Brokerage or Financial Services Industry.

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:

$50,000.00 - $55,000.00 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 recruitmentand screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently,but they donot 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