Branch Operations & Client Services Assistant

Raymond James Financial; Edmonton; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Discretionary bonuses

Tuition reimbursement

Paid time off

Job summary

Raymond James Ltd. is seeking a Branch Assistant to support the Edmonton flagship office with day-to-day operations and leadership, including licensing compliance, client service, and administrative duties.

You will assist in implementing branch directives, manage documentation, coordinate meetings, and help maintain service quality across the branch as part of a fast-paced sales-oriented environment.

Qualifications

• Minimum three (3) years’ experience in the Investment Brokerage or Financial Services Industry and IR-Licensed.
• Excellent proficiency with MS Office particularly Word, Excel, PowerPoint and Outlook;
• Excellent verbal and written communication skills;
• Exceptional problem-solving skills;
• Ability to work effectively both independently and within a team environment;
• Excellent work commitment and willingness to accept additional responsibilities;
• Ability to prioritize, multitask, work within time constraints and follow-up;
• Ability to handle confidential information with tact and discretion.

Responsibilities

• Work closely with the Senior Branch Administrator supporting staff initiatives & communications, onboarding and offboarding staff, track and maintain staff vacations & absences and general office administration.
• Support the Branch Compliance Supervisor preparing and reviewing client correspondence and taking ownership of project work.
• Act as a branch reference regarding operational policies & procedures, workstation applications and IT issues.
• Schedule and organize meetings, including preparation and co-ordination of booking facilities, arranging required equipment, refreshments, etc.
• Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance, and social media.
• Foster and support client relationships by responding to requests and proactive problem solving.
• Enter trades, including stocks, bonds, and mutual funds as required.
• Open accounts and manage documentation requirements as well as update accounts and create portfolio reviews as required.
• Assist branch management team with other duties as assigned.

Skills

MS Office

Communication

Problem solving

Independence

Teamwork

Time management

Discretion

Education

IR-Licensed

Job description

Raymond James Ltd. is seeking a Branch Assistant to support the Edmonton flagship office with day-to-day operations and leadership, including licensing compliance, client service, and administrative duties.

You will assist in implementing branch directives, manage documentation, coordinate meetings, and help maintain service quality across the branch as part of a fast-paced sales-oriented environment.