Licensed Assistant (full-time) - (Job Number : 2201385)

Raymond James Bank; Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services company in Calgary is seeking a full-time Licensed Assistant to support Financial Advisors. The ideal candidate will have a minimum of two years of experience in the investment industry, strong organizational skills, and a commitment to client service. Responsibilities include processing transactions, managing communication, and maintaining client relationships. This position offers a challenging opportunity in a dynamic work environment with competitive compensation.

Qualifications

• Minimum of 2 years investment industry experience or equivalent.
• Excellent verbal and written communication skills.
• Strong attention to detail and ability to work under deadlines.

Responsibilities

• Process and follow-up on security transactions and account openings.
• Manage client communication and foster client relationships.
• Prepare correspondence, reports, and coordinate office activities.

Skills

Attention to detail

Interpersonal skills

Organizational skills

Problem-solving skills

Communication skills

Education

Completion of Canadian Securities course

Post-secondary education equivalent

Insurance license (asset)

Tools

Microsoft Office

Dataphile or equivalent

Contact management software

Job description

Licensed Assistant (full-time) - (Job Number : 2201385)

Pay Competitive

Employment type : Full-Time

Job Description

Raymond James Independent Financial Services, Filo Financial Solutions is seeking a Licensed Assistant to work in our Calgary location. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Drawing on at least two years previous experience as a Licensed Administrative Assistant in a financial services firm, the candidate must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated, and a team player.

This position’s primary focus is to assist Financial Advisors in building their business using strong administration, communication, and interpersonal skills.

Specifically, you will :

• Process and follow-up on security transactions, transfers, and account openings;
• Manage incoming and outgoing phone calls with clients;
• Foster and support client relationships; ability to help develop and build business;
• Open accounts and manage all documentation requirements;
• Update accounts and create bi-annual portfolio reviews;
• Foster and support client relationships by liaising with clients, responding to requests, and proactive problem solving;
• Be involved in preparing correspondence and reports, event planning, and coordination;
• Review and process all cheques, banking, and stock certificates from clients;
• Maintain Financial Advisor files and other general office duties;
• Cover office phone lines and respond to general inquiries;
• Coordinate office supplies;
• Perform project-based work and basic marketing.

To qualify for this opportunity, you possess :

• A minimum of 2 years investment industry experience or post-secondary equivalent;
• Completion of the Canadian Securities course as well as the Conducts and Practices Handbook; WME is preferable but not required;
• Insurance license is an asset but not required;
• Experience with Dataphile or equivalent transaction software is a definite asset;
• Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), and contact management software;
• The ability to handle confidential information;
• Excellent verbal and written communication skills;
• The ability to work in a team environment and demonstrate a professional and friendly manner;
• Strong organizational and problem-solving skills;
• Meticulous attention to detail, ability to work under deadlines.

If you would like a challenging and rewarding opportunity in financial services, please email your resume and covering letter, quoting the position to :

To be considered for employment, candidates will be required to provide proof of citizenship, permanent residency, or eligibility to work in Canada with no restrictions.

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

Employment is contingent on the satisfactory completion of a pre-employment background check. We sincerely thank all applicants who express an interest in this role : only those being directly considered will be contacted. Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contributions of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above email details.

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