Team Administrative Assistant

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together .

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Team Administrative Assistant

How does the role impact the organization?

The primary role of the Administrative Assistant is to support one of the high producing Advisory teams ensuring the clients receive outstanding service.

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, with a focus on customer service and a willingness to go above and beyond what is asked. This is an entry level position within a supportive team environment whose contributions are important to the success of the client relationship with the Financial Advisor, and to the success of team as a whole. The candidate should be drawing on previous experience as an Administrative Assistant or in a financial services firm, or upon a degree/diploma within Business Administration. They must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated, and a team player.

What is the position responsible for?

• Provide accurate, organized and efficient administrative support to two advisors on a fast-paced growing team;
• Be responsible for and support the team with paperwork & manage head office correspondence;
• Basic financial administrative duties including sending funds, address changes, client account agreement updates and other documents in the everyday management of clients financial accounts;
• Communicate internally with various operational and administration departments;
• Process and follow up on security transactions and transfers;
• Assist during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
• Handle incoming and outgoing phone calls with clients and respond to requests for information;
• Schedule and organize client meetings;
• Maintain Financial Advisor files;
• Perform general office duties; and
• Prepare for client meetings
  
  

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

• An interest and willingness to learn basic fundamental investment concepts, practices, and procedures used in the securities industry;
• A working knowledge of administrative processes and procedures;
• Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer;
• Knowledge of Goldmine & Dataphile Software an asset;
• Excellent verbal and written communication skills;
• Strong organizational and problem solving skills;
• Meticulous attention to detail;
• Exercise tact and discretion in the handling of confidential information;
• The ability to handle confidential information;
• The ability to work in a team environment and demonstrate a professional and friendly manner;
• Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within deadlines in a high-volume, pressure-oriented environment and provide necessary follow up while maintaining a high level of service and an imperative attention to detail.
  
  

Education And Experience

• Post-secondary education
  
  

Licenses and Certifications

• Completion of the Canadian Securities Course (CSC) is an asset.
  
  

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  
  

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Job

Wealth management

Primary Location

CA-SK-Saskatoon-Saskatoon

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time