Financial Admin Assistant — Client Service & Growth

Raymond James Ltd.; Vancouver; On-site; CAD 45,000 - 50,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Bonuses

Tuition Reimbursement

Job summary

An established industry player is seeking a proactive Administrative Assistant to support their Financial Advisor team. This role is perfect for a self-motivated individual who thrives in a fast-paced environment and is committed to delivering exceptional client service. You will manage communications, maintain organized records, and coordinate with various departments while utilizing your expertise in MS Office and CRM software. With a competitive compensation package and opportunities for professional growth, this position offers a dynamic work environment where your contributions will be valued.

Qualifications

• Minimum 2 years of administrative experience required.
• Proficiency in MS Office and business-related software is essential.

Responsibilities

• Handle incoming and outgoing phone calls and manage paperwork.
• Prepare professional correspondence and respond to client requests.

Skills

MS Office (Word, Excel, PowerPoint, Outlook)

Social Media Platforms (Facebook, LinkedIn, Twitter, Instagram, YouTube)

Organizational Skills

Problem-Solving Skills

Attention to Detail

Education

Post-secondary education

Tools

CRM software

Job description

An established industry player is seeking a proactive Administrative Assistant to support their Financial Advisor team. This role is perfect for a self-motivated individual who thrives in a fast-paced environment and is committed to delivering exceptional client service. You will manage communications, maintain organized records, and coordinate with various departments while utilizing your expertise in MS Office and CRM software. With a competitive compensation package and opportunities for professional growth, this position offers a dynamic work environment where your contributions will be valued.