Wealth Management Admin Assistant — Client-Focused & Flexible

Canadian Chamber of Commerce; Victoria; 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 in Victoria, BC, is seeking an Administrative Assistant to support our Wealth Management practice. The role emphasizes organization, client service, and accuracy in a fast-paced environment.

The team is open to full-time or part-time arrangements with morning hours for the latter. Responsibilities include handling calls, scheduling, preparing correspondence, maintaining client records in CRM, and coordinating with internal teams.

Qualifications

• 2+ years of administrative or customer service experience is an asset but not required.
• Excellent communication and organizational abilities.
• High attention to detail and strong follow-through.
• Ability to manage multiple priorities independently.
• Financial services experience is an asset but not required.

Responsibilities

• Manage incoming calls and client inquiries.
• Schedule appointments and maintain calendars.
• Prepare correspondence, reports, and client documentation.
• Maintain client records and CRM information.
• Assist with general office administration and paperwork.
• Support client service initiatives and day-to-day requests.
• Coordinate with internal teams to ensure efficient operations.

Skills

Administrative experience

Customer service

Communication skills

Organizational abilities

Detail-oriented

Multi-tasking

Job description

Raymond James in Victoria, BC, is seeking an Administrative Assistant to support our Wealth Management practice. The role emphasizes organization, client service, and accuracy in a fast-paced environment.

The team is open to full-time or part-time arrangements with morning hours for the latter. Responsibilities include handling calls, scheduling, preparing correspondence, maintaining client records in CRM, and coordinating with internal teams.