Branch Office Coordinator: Client Care & Admin Ops

Raymond James Ltd.; Ottawa; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Job summary

Raymond James Ltd. is seeking a Branch Assistant to work in our Ottawa IAS office. The primary role is to provide operational and administrative support to the office and assist in implementing branch directives while maintaining high service levels.

You will greet clients, handle reception, manage mail and couriers, coordinate meetings, and support back-end activities with Investment Advisor Assistants. A professional, detail-oriented approach is essential.

Qualifications

• Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry.
• Microsoft Office with a willingness to learn new applications.
• Skills in time management with the ability to prioritize, multitask, and work within time constraints.
• A minimum of 2 years’ experience in the Investment Brokerage or Financial Services Industry.
• Demonstrate professional manner and relationship management skills.

Responsibilities

• Greet and assist visiting clients and guests.
• Cover reception and respond to general inquiries, in person and on the phone.
• Handle and correctly escape urgent incoming client calls.
• Receive and process all cheques/banking.
• Sort and deliver mail, statements and assist with broker mail-outs.
• Accept, distribute and arrange all courier pick-up and deliveries.
• Photocopy, mail and email information.
• Organize catering for meetings and book boardroom meetings.
• Setup and cleanup boardroom presentations and client/advisor meetings.
• Maintain cleanliness of common areas and office supplies & equipment.
• Foster client relationships by liaising with Investment Advisor Assistants.
• Participate in preparing and reviewing daily reports and client correspondence.

Skills

Investment concepts

Microsoft Office

Time management

Attention to detail

Communication skills

Teamwork

Discretion

Professionalism

Independence

Client relationships

Job description

Raymond James Ltd. is seeking a Branch Assistant to work in our Ottawa IAS office. The primary role is to provide operational and administrative support to the office and assist in implementing branch directives while maintaining high service levels.

You will greet clients, handle reception, manage mail and couriers, coordinate meetings, and support back-end activities with Investment Advisor Assistants. A professional, detail-oriented approach is essential.