Wealth Admin Assistant – Client & CRM Support

Raymond James Ltd.; Victoria; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading investment firm in Victoria is seeking an Administrative Assistant to support the Financial Advisor team. The role requires exceptional organizational skills and a proactive attitude in a dynamic environment. Candidates should have at least 2 years of administrative experience and knowledge of MS Office. The role offers a competitive compensation package, including health benefits, RRSP matching, and ongoing professional development opportunities.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Tuition Reimbursement

Qualifications

• Minimum 2 years of administrative experience.
• Completion of the Canadian Securities Course (CSC) is an asset.

Responsibilities

• Handle all incoming and outgoing phone calls.
• Manage and maintain all paperwork.
• Prepare professional correspondence and reports.
• Respond to requests for information in a timely manner.
• Service clients’ day-to-day requests.

Skills

Knowledge of MS Office

Social Media Experience

Organizational skills

Problem solving skills

Attention to detail

Education

Post-secondary education

Tools

CRM software

Job description

A leading investment firm in Victoria is seeking an Administrative Assistant to support the Financial Advisor team. The role requires exceptional organizational skills and a proactive attitude in a dynamic environment. Candidates should have at least 2 years of administrative experience and knowledge of MS Office. The role offers a competitive compensation package, including health benefits, RRSP matching, and ongoing professional development opportunities.