Branch Operations Specialist

Raymond James Ltd.; Edmonton; On-site; CAD 45,000 - 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. in Edmonton is seeking a Branch Assistant to support the leadership team in our flagship office.

The role provides operational and administrative support, assists with branch directives, and ensures high-quality service in day-to-day operations.

You will enter trades, open accounts, maintain documentation, coordinate meetings, and help promote client relationships in 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 (Word, Excel, PowerPoint, Outlook).
• Excellent verbal and written communication skills.
• Exceptional problem-solving skills.
• Ability to work effectively both independently and within a team.

Responsibilities

• Support staff initiatives, onboarding and offboarding, track vacations and absences, and handle general office administration.
• Assist Branch Compliance Supervisor with client correspondence and project work.
• Enter trades, including stocks, bonds, and mutual funds as required.
• Open accounts and manage documentation, update accounts and create portfolio reviews.
• Coordinate branch marketing initiatives, client events, website maintenance, and social media.
• Foster and support client relationships through proactive problem solving.

Skills

Verbal communication

Written communication

Organization

Teamwork

Problem solving

IR-Licensed

Tools

MS Office

Job description

Raymond James Ltd. in Edmonton is seeking a Branch Assistant to support the leadership team in our flagship office.

The role provides operational and administrative support, assists with branch directives, and ensures high-quality service in day-to-day operations.

You will enter trades, open accounts, maintain documentation, coordinate meetings, and help promote client relationships in a fast-paced, sales-oriented environment.