Financial Administrative Assistant — CRM & Client Support

Raymond James Ltd.; Toronto; On-site; CAD 45,000 - 50,000; 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. is seeking an Administrative Assistant in Toronto to provide essential administrative support to the Financial Advisor team and deliver outstanding client service.

The role requires a proactive self-starter with strong organizational skills and the ability to work independently or as part of a team. You will handle calls, manage paperwork, prepare reports, and maintain CRM, with opportunities to engage in social media campaigns and internal communications.

Qualifications

• Minimum 2 years of administrative experience.
• Post-secondary education.
• Knowledge of MS Office and CRM software is a plus.
• Experience with social media management is a plus.
• Ability to work under deadlines and in a team.

Responsibilities

• Handle all incoming and outgoing phone calls;
• Manage and maintain all paperwork;
• Prepare professional correspondence and reports, documents, and files;
• Respond to requests for information in a timely manner;
• Service clients’ general day-to-day requests;
• Communicate internally with various operational and administrative departments;
• Maintain the CRM software;
• Manage the WOW service client program; and
• Initiate and manage a proactive social media campaign.

Skills

Organizational skills

Problem solving

Attention to detail

Independent learner

Proactive

Teamwork

Professional communication

Education

Post-secondary education

Tools

MS Office

CRM software

Social media platforms

Job description

Raymond James Ltd. is seeking an Administrative Assistant in Toronto to provide essential administrative support to the Financial Advisor team and deliver outstanding client service.

The role requires a proactive self-starter with strong organizational skills and the ability to work independently or as part of a team. You will handle calls, manage paperwork, prepare reports, and maintain CRM, with opportunities to engage in social media campaigns and internal communications.