Client-Driven Branch Assistant — Operations & Support

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

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.