Executive Assistant

Raymond James Financial, Inc.


Date: 1 week ago
City: Toronto, ON
Contract type: Full time

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

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

How does the role impact the organization?

Reporting to one or more of the firm’s senior executive(s), the Executive Assistant is a key resource to the senior leadership team. The Executive Assistant is accountable for independent prioritization of the workload to ensure the identified objectives and deadlines are met and to ensure internal and external clients are handled in a courteous and friendly manner. This role is a resident role in the Toronto office a minimum of three (3) days per week. Presence for key meetings in-person is also a requirement of the role, e.g. Board or executive committees, visiting executives or guests, etc.

What will your role be responsible for?

  • Providing full administrative support, including establishing and coordinating calendars, arranging and scheduling meetings, acting on telephone / mail requests received in the executive’s absence, and managing correspondence as appropriate;
  • Organizing and pro-actively managing calendars, travel plans, and expenses for the supported executives, including arranging bookings, equipment and materials, responses of meeting attendees, and follow up as appropriate;
  • Provide project-related support by verifying bills/expenses, statements and statement preparation, submit reports, and track completion of action items from meetings;
  • Highly proficient in MS Products such as Excel, Word, PowerPoint, and Outlook to provide support in the development of presentations, reports, and documents;
  • Work effectively with different systems and CRM platforms
  • Coordinate systems access requests and manage facilities’ needs;
  • Work effectively with all levels of management and with external contacts;
  • Coordinate social media activity
  • Support other regulatory administrative staff and participate in training, work allocation, and problem resolution;
  • Proactively identify opportunities to optimize processes to drive business results.

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?

  • 5+ years of administrative experience in office administration;
  • Experience in an investment firm / broker dealer or law firm environment is a plus;
  • Communicate professionally in English, with ability in French desired (verbal and written);
  • Be a self-starter with the ability to work independently;
  • Evaluate situations and anticipate implications and next steps;
  • Pay attention to detail;
  • Take the initiative to respond in an appropriate and timely manner;
  • Handle confidential information with tact and discretion;

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 based on 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.

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